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
701
$1.58M ﹤0.01%
1,192
-13
702
$1.58M ﹤0.01%
18,954
+6,680
703
$1.58M ﹤0.01%
22,522
+1,305
704
$1.58M ﹤0.01%
10,442
-1,739
705
$1.57M ﹤0.01%
8,913
-570
706
$1.57M ﹤0.01%
24,295
+1,331
707
$1.55M ﹤0.01%
11,165
-714
708
$1.54M ﹤0.01%
7,844
-246
709
$1.54M ﹤0.01%
54,784
-75,999
710
$1.54M ﹤0.01%
115,499
+25,581
711
$1.54M ﹤0.01%
20,166
+2,033
712
$1.54M ﹤0.01%
14,944
-461
713
$1.53M ﹤0.01%
9,300
+499
714
$1.52M ﹤0.01%
34,690
+3,849
715
$1.52M ﹤0.01%
53,291
+9,654
716
$1.52M ﹤0.01%
23,912
-1,837
717
$1.5M ﹤0.01%
39,251
-77
718
$1.49M ﹤0.01%
37,471
+349
719
$1.48M ﹤0.01%
19,967
-958
720
$1.48M ﹤0.01%
111,901
-41,209
721
$1.48M ﹤0.01%
10,991
+227
722
$1.46M ﹤0.01%
10,540
-300
723
$1.45M ﹤0.01%
41,017
-2,760
724
$1.45M ﹤0.01%
10,566
-669
725
$1.45M ﹤0.01%
7,386
-149
27 28
29
30 31