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
3126
– –
-126
3127
– –
-50
3128
$0 ﹤0.01%
+2
3129
$0 ﹤0.01%
+1
3130
$0 ﹤0.01%
1
3131
$0 ﹤0.01%
18
3132
– –
-11
3133
– –
-175
3134
– –
-3,971
3135
– –
-1,010
3136
– –
-3,911
3137
$0 ﹤0.01%
36
3138
– –
-5
3139
– –
-6
3140
$0 ﹤0.01%
+2
3141
– –
-19
3142
– –
-490
3143
– –
-547
3144
– –
-8
3145
– –
-575
3146
– –
-100
3147
$0 ﹤0.01%
12
-192
3148
– –
-8
3149
– –
-14
3150
$0 ﹤0.01%
+7
124 125
126
127 128