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
851
$995K ﹤0.01%
7,343
-589
852
$991K ﹤0.01%
15,853
+3,588
853
$990K ﹤0.01%
20,818
-308
854
$989K ﹤0.01%
76,047
+5,668
855
$987K ﹤0.01%
21,237
-2,976
856
$982K ﹤0.01%
13,095
+1,797
857
$979K ﹤0.01%
7,734
-4,004
858
$976K ﹤0.01%
15,518
+10,397
859
$971K ﹤0.01%
25,613
+8,032
860
$966K ﹤0.01%
6,034
-1,173
861
$956K ﹤0.01%
38,113
-15,704
862
$955K ﹤0.01%
20,220
+2,536
863
$953K ﹤0.01%
13,935
-140
864
$950K ﹤0.01%
12,811
+503
865
$948K ﹤0.01%
10,576
-667
866
$947K ﹤0.01%
10,469
-2,254
867
$941K ﹤0.01%
10,060
-193
868
$940K ﹤0.01%
9,449
+397
869
$940K ﹤0.01%
92,178
+71,949
870
$934K ﹤0.01%
4,628
+3,816
871
$932K ﹤0.01%
139,102
872
$929K ﹤0.01%
18,936
+4,485
873
$928K ﹤0.01%
6,644
+1,219
874
$925K ﹤0.01%
63,347
+14,275
875
$924K ﹤0.01%
7,060
+523
33 34
35
36 37