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
926
$790K ﹤0.01%
34,886
-18,462
927
$782K ﹤0.01%
6,301
+590
928
$781K ﹤0.01%
9,168
-1,712
929
$776K ﹤0.01%
6,798
+303
930
$775K ﹤0.01%
9,698
+640
931
$773K ﹤0.01%
18,108
932
$772K ﹤0.01%
54,192
-51,228
933
$767K ﹤0.01%
21,068
+3,305
934
$767K ﹤0.01%
12,436
-82,810
935
$765K ﹤0.01%
4,488
+4,483
936
$762K ﹤0.01%
10,901
+608
937
$760K ﹤0.01%
15,123
+2,094
938
$759K ﹤0.01%
24,896
+2,384
939
$759K ﹤0.01%
28,234
-6,358
940
$758K ﹤0.01%
8,069
-882
941
$758K ﹤0.01%
40,802
-78,213
942
$756K ﹤0.01%
133,403
+21,747
943
$752K ﹤0.01%
15,017
-3,184
944
$751K ﹤0.01%
4,541
+1,452
945
$750K ﹤0.01%
30,160
+5,066
946
$740K ﹤0.01%
18,617
+4,555
947
$740K ﹤0.01%
12,240
-2,967
948
$737K ﹤0.01%
6,345
+2,336
949
$735K ﹤0.01%
19,749
+6,294
950
$731K ﹤0.01%
9,737
+3,271
36 37
38
39 40