Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$818M
3
+$377M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202M

Top Sells

1
+$1.23B
2
+$200M
3
+$95.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$4K ﹤0.01%
26
-104
2702
$4K ﹤0.01%
200
-77
2703
$4K ﹤0.01%
1,001
2704
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212
+209
2705
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115
-497
2706
$4K ﹤0.01%
54
+43
2707
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71
-13
2708
$4K ﹤0.01%
435
+230
2709
$4K ﹤0.01%
+64
2710
$4K ﹤0.01%
+149
2711
$4K ﹤0.01%
+70
2712
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81
-342
2713
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300
2714
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+184
2715
$4K ﹤0.01%
22
-428
2716
$4K ﹤0.01%
37
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2717
$4K ﹤0.01%
+160
2718
$4K ﹤0.01%
167
-36
2719
$4K ﹤0.01%
56
-79
2720
$4K ﹤0.01%
216
2721
$4K ﹤0.01%
54
-113
2722
$4K ﹤0.01%
33
-7
2723
$4K ﹤0.01%
+49
2724
$4K ﹤0.01%
+43
2725
$4K ﹤0.01%
+150
107 108
109
110 111