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
801
$1.16M ﹤0.01%
9,271
-2,341
802
$1.16M ﹤0.01%
+18,134
803
$1.15M ﹤0.01%
6,792
-20
804
$1.14M ﹤0.01%
49,466
+9,755
805
$1.14M ﹤0.01%
19,484
+2,690
806
$1.13M ﹤0.01%
55,922
+958
807
$1.13M ﹤0.01%
4,704
+156
808
$1.12M ﹤0.01%
6,071
+893
809
$1.11M ﹤0.01%
3,759
-5,366
810
$1.11M ﹤0.01%
27,773
+26,901
811
$1.11M ﹤0.01%
102,199
+21,819
812
$1.11M ﹤0.01%
4,594
+501
813
$1.11M ﹤0.01%
11,465
-168
814
$1.1M ﹤0.01%
9,187
+715
815
$1.1M ﹤0.01%
15,984
+9,593
816
$1.09M ﹤0.01%
13,241
-2,024
817
$1.09M ﹤0.01%
31,697
-1,914
818
$1.09M ﹤0.01%
1,989
+1,110
819
$1.09M ﹤0.01%
8,645
-122
820
$1.08M ﹤0.01%
16,184
+1,726
821
$1.08M ﹤0.01%
2,278
-629
822
$1.07M ﹤0.01%
103,074
+11,154
823
$1.07M ﹤0.01%
2,533
+365
824
$1.07M ﹤0.01%
10,407
+1,423
825
$1.07M ﹤0.01%
8,368
+1,136
31 32
33
34 35