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
2901
$1K ﹤0.01%
+63
2902
$1K ﹤0.01%
20
-240
2903
$1K ﹤0.01%
104
2904
$1K ﹤0.01%
+14
2905
$1K ﹤0.01%
152
2906
$1K ﹤0.01%
75
-530
2907
$1K ﹤0.01%
+16
2908
$1K ﹤0.01%
61
-519
2909
$1K ﹤0.01%
+2
2910
$1K ﹤0.01%
60
+51
2911
$1K ﹤0.01%
100
2912
$1K ﹤0.01%
500
2913
$1K ﹤0.01%
1
2914
$1K ﹤0.01%
424
-1,493
2915
$1K ﹤0.01%
18
2916
$1K ﹤0.01%
305
2917
$1K ﹤0.01%
17
-299
2918
$1K ﹤0.01%
60
2919
$1K ﹤0.01%
6
-30
2920
$1K ﹤0.01%
334
+34
2921
$1K ﹤0.01%
580
2922
$1K ﹤0.01%
70
2923
$1K ﹤0.01%
85
-20
2924
$1K ﹤0.01%
25
2925
$1K ﹤0.01%
107
115 116
117
118 119