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
901
$853K ﹤0.01%
18,383
-9,414
902
$851K ﹤0.01%
27,085
+11,833
903
$851K ﹤0.01%
11,016
-3,180
904
$851K ﹤0.01%
6,864
+306
905
$847K ﹤0.01%
20,185
-838
906
$847K ﹤0.01%
11,812
-84,745
907
$845K ﹤0.01%
63,292
+19,774
908
$843K ﹤0.01%
12,531
+6,679
909
$841K ﹤0.01%
9,187
+2,895
910
$839K ﹤0.01%
2,783
+2,547
911
$829K ﹤0.01%
53,966
+5,423
912
$826K ﹤0.01%
61,146
-6,418
913
$821K ﹤0.01%
12,746
+3,968
914
$820K ﹤0.01%
6,402
915
$815K ﹤0.01%
17,496
+283
916
$813K ﹤0.01%
10,237
+4,193
917
$807K ﹤0.01%
9,159
-2,178
918
$807K ﹤0.01%
12,019
-409,616
919
$805K ﹤0.01%
4,799
+793
920
$804K ﹤0.01%
13,567
-8,719
921
$800K ﹤0.01%
10,747
-1,192
922
$799K ﹤0.01%
18,371
+3,009
923
$798K ﹤0.01%
11,066
+2,352
924
$797K ﹤0.01%
11,359
-316
925
$793K ﹤0.01%
47,719
+1,864
35 36
37
38 39