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
2826
$2K ﹤0.01%
100
-4,932
2827
$2K ﹤0.01%
+51
2828
$2K ﹤0.01%
23
2829
$2K ﹤0.01%
94
+34
2830
$2K ﹤0.01%
37
-122
2831
$2K ﹤0.01%
+250
2832
$2K ﹤0.01%
91
-140
2833
$2K ﹤0.01%
32
2834
$2K ﹤0.01%
25
+6
2835
$2K ﹤0.01%
230
+18
2836
$2K ﹤0.01%
+44
2837
$2K ﹤0.01%
202
-1,059
2838
$2K ﹤0.01%
7
-2
2839
$2K ﹤0.01%
4,808
2840
$2K ﹤0.01%
32
2841
$2K ﹤0.01%
140
2842
$2K ﹤0.01%
+300
2843
$2K ﹤0.01%
144
+67
2844
$2K ﹤0.01%
96
-254
2845
$2K ﹤0.01%
13
2846
$2K ﹤0.01%
200
-300
2847
$2K ﹤0.01%
190
2848
$2K ﹤0.01%
173
-356
2849
$2K ﹤0.01%
7,500
2850
$2K ﹤0.01%
57
-133
112 113
114
115 116