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
2726
$4K ﹤0.01%
+300
2727
$4K ﹤0.01%
+171
2728
$4K ﹤0.01%
300
-213
2729
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211
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2730
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2731
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85
2732
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105
-244
2733
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38
+22
2734
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+303
2735
$4K ﹤0.01%
+990
2736
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263
+56
2737
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550
+445
2738
$4K ﹤0.01%
+100
2739
$4K ﹤0.01%
+47
2740
$4K ﹤0.01%
+50
2741
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138
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2742
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+116
2743
$4K ﹤0.01%
+51
2744
$4K ﹤0.01%
35
2745
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80
-136
2746
$4K ﹤0.01%
200
+135
2747
$4K ﹤0.01%
490
-306
2748
$4K ﹤0.01%
81
-819
2749
$4K ﹤0.01%
256
-1,174
2750
$4K ﹤0.01%
26
108 109
110
111 112