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
751
$1.32M ﹤0.01%
8,448
+794
752
$1.32M ﹤0.01%
28,596
+10,984
753
$1.32M ﹤0.01%
6,199
-1,196
754
$1.31M ﹤0.01%
9,579
+1,193
755
$1.31M ﹤0.01%
21,982
-103
756
$1.3M ﹤0.01%
109,844
+39,688
757
$1.3M ﹤0.01%
13,701
-7,098
758
$1.29M ﹤0.01%
16,333
+294
759
$1.29M ﹤0.01%
15,280
+2,744
760
$1.28M ﹤0.01%
9,693
+92
761
$1.28M ﹤0.01%
56,447
+56,242
762
$1.28M ﹤0.01%
+15,085
763
$1.28M ﹤0.01%
33,553
+20,231
764
$1.27M ﹤0.01%
22,226
-1,079
765
$1.27M ﹤0.01%
58,021
+6,241
766
$1.27M ﹤0.01%
19,255
-23
767
$1.27M ﹤0.01%
39,781
-981
768
$1.26M ﹤0.01%
46,724
+3,511
769
$1.26M ﹤0.01%
27,449
-197
770
$1.26M ﹤0.01%
11,449
+1,807
771
$1.25M ﹤0.01%
104,394
-20,298
772
$1.25M ﹤0.01%
850
-198
773
$1.25M ﹤0.01%
6,946
+34
774
$1.25M ﹤0.01%
2,871
-187
775
$1.25M ﹤0.01%
28,989
-864
29 30
31
32 33