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
826
$1.07M ﹤0.01%
21,776
+12,374
827
$1.07M ﹤0.01%
9,148
-612
828
$1.06M ﹤0.01%
15,128
+1,600
829
$1.05M ﹤0.01%
80,236
+3,357
830
$1.05M ﹤0.01%
69,230
-887
831
$1.05M ﹤0.01%
15,331
+120
832
$1.05M ﹤0.01%
39,342
-10,414
833
$1.04M ﹤0.01%
28,772
-233
834
$1.04M ﹤0.01%
15,263
+617
835
$1.04M ﹤0.01%
142,026
-109,265
836
$1.04M ﹤0.01%
15,003
+116
837
$1.04M ﹤0.01%
37,460
+1,423
838
$1.03M ﹤0.01%
18,563
+1,556
839
$1.03M ﹤0.01%
6,638
-1,397
840
$1.03M ﹤0.01%
1,895
+155
841
$1.03M ﹤0.01%
13,689
+4,990
842
$1.03M ﹤0.01%
74,531
-11,709
843
$1.02M ﹤0.01%
1,985
-164
844
$1.02M ﹤0.01%
32,744
-445
845
$1.02M ﹤0.01%
13,204
-286
846
$1.01M ﹤0.01%
19,044
+1,863
847
$1M ﹤0.01%
10,938
-33,794
848
$1M ﹤0.01%
30,669
-1,276
849
$1M ﹤0.01%
18,592
+13,817
850
$1M ﹤0.01%
3,147
+1,031
32 33
34
35 36