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
2851
$2K ﹤0.01%
31
-145
2852
$2K ﹤0.01%
550
2853
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13
2854
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65
2855
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233
+2
2856
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155
-40
2857
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+113
2858
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46
2859
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113
2860
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120
+100
2861
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+75
2862
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50
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2863
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110
2864
$2K ﹤0.01%
207
2865
$2K ﹤0.01%
+8
2866
$2K ﹤0.01%
1,667
2867
$1K ﹤0.01%
20
2868
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+69
2869
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7
-39
2870
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179
2871
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107
2872
$1K ﹤0.01%
+16
2873
$1K ﹤0.01%
11
-19
2874
$1K ﹤0.01%
1,000
2875
$1K ﹤0.01%
+7
113 114
115
116 117