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
726
$1.44M ﹤0.01%
33,223
+19,918
727
$1.44M ﹤0.01%
22,979
+1,650
728
$1.44M ﹤0.01%
110,929
-19,497
729
$1.44M ﹤0.01%
54,670
+4,321
730
$1.44M ﹤0.01%
249,606
+33,469
731
$1.44M ﹤0.01%
23,327
+6,423
732
$1.44M ﹤0.01%
3,042
-642
733
$1.44M ﹤0.01%
20,336
+292
734
$1.43M ﹤0.01%
7,790
-969
735
$1.43M ﹤0.01%
11,156
-12,588
736
$1.42M ﹤0.01%
48,945
+541
737
$1.41M ﹤0.01%
27,760
-444
738
$1.4M ﹤0.01%
12,605
+1,818
739
$1.4M ﹤0.01%
8,777
+1,246
740
$1.39M ﹤0.01%
16,692
741
$1.38M ﹤0.01%
29,399
+25,685
742
$1.38M ﹤0.01%
39,940
+4,058
743
$1.38M ﹤0.01%
31,819
+2,249
744
$1.37M ﹤0.01%
6,397
-261
745
$1.37M ﹤0.01%
4,967
+447
746
$1.37M ﹤0.01%
81,938
747
$1.35M ﹤0.01%
5,832
+856
748
$1.35M ﹤0.01%
28,993
+4,820
749
$1.34M ﹤0.01%
73,636
+13,613
750
$1.34M ﹤0.01%
8,434
+1,657
28 29
30
31 32