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
876
$916K ﹤0.01%
10,084
+1,777
877
$913K ﹤0.01%
25,806
+6,448
878
$911K ﹤0.01%
171,645
+23,746
879
$911K ﹤0.01%
11,448
-2,046
880
$910K ﹤0.01%
6,027
-1,167
881
$907K ﹤0.01%
6,809
+282
882
$907K ﹤0.01%
35,589
-14,839
883
$906K ﹤0.01%
9,660
+690
884
$904K ﹤0.01%
6,869
-204
885
$901K ﹤0.01%
10,012
+1,765
886
$900K ﹤0.01%
23,242
+3,376
887
$895K ﹤0.01%
9,309
-1,556
888
$894K ﹤0.01%
8,337
+3,719
889
$893K ﹤0.01%
87,659
-6,860
890
$891K ﹤0.01%
15,956
+2,459
891
$887K ﹤0.01%
4,279
+760
892
$883K ﹤0.01%
11,628
-61,914
893
$882K ﹤0.01%
25,080
+6,520
894
$880K ﹤0.01%
6,709
+287
895
$871K ﹤0.01%
39,828
+3,845
896
$869K ﹤0.01%
+15,442
897
$869K ﹤0.01%
39,513
-58,729
898
$864K ﹤0.01%
5,396
+351
899
$862K ﹤0.01%
10,808
+482
900
$853K ﹤0.01%
90,807
-3,238
34 35
36
37 38