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
2801
$3K ﹤0.01%
+400
2802
$3K ﹤0.01%
+100
2803
$3K ﹤0.01%
20
2804
$3K ﹤0.01%
4
-7
2805
$3K ﹤0.01%
200
-1,213
2806
$3K ﹤0.01%
94
-23,757
2807
$3K ﹤0.01%
40
2808
$2K ﹤0.01%
+89
2809
$2K ﹤0.01%
25
-17
2810
$2K ﹤0.01%
22
-28
2811
$2K ﹤0.01%
84
2812
$2K ﹤0.01%
+44
2813
$2K ﹤0.01%
+27
2814
$2K ﹤0.01%
+400
2815
$2K ﹤0.01%
1
2816
$2K ﹤0.01%
+80
2817
$2K ﹤0.01%
500
2818
$2K ﹤0.01%
+6
2819
$2K ﹤0.01%
409
-75
2820
$2K ﹤0.01%
76
2821
$2K ﹤0.01%
100
2822
$2K ﹤0.01%
+59
2823
$2K ﹤0.01%
115
-104
2824
$2K ﹤0.01%
+50
2825
$2K ﹤0.01%
123
111 112
113
114 115