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
951
$725K ﹤0.01%
12,847
+3,916
952
$724K ﹤0.01%
1,667
-4
953
$723K ﹤0.01%
9,932
-4,816
954
$719K ﹤0.01%
16,622
+377
955
$718K ﹤0.01%
19,850
+104
956
$713K ﹤0.01%
138,387
+17,498
957
$708K ﹤0.01%
21,649
-4,476
958
$708K ﹤0.01%
115,647
-168,478
959
$707K ﹤0.01%
6,717
-1,090
960
$706K ﹤0.01%
10,627
+1,885
961
$703K ﹤0.01%
25,809
+459
962
$699K ﹤0.01%
14,123
+13,977
963
$694K ﹤0.01%
27,803
+1,013
964
$694K ﹤0.01%
6,470
+413
965
$692K ﹤0.01%
53,134
+24,911
966
$688K ﹤0.01%
6,615
+642
967
$683K ﹤0.01%
12,303
+150
968
$678K ﹤0.01%
12,970
-60,380
969
$677K ﹤0.01%
3,234
+1,368
970
$676K ﹤0.01%
20,188
-6,338
971
$674K ﹤0.01%
12,481
+5,069
972
$673K ﹤0.01%
5,635
-425
973
$671K ﹤0.01%
17,806
+1,330
974
$668K ﹤0.01%
2,787
+305
975
$666K ﹤0.01%
6,815
+511
37 38
39
40 41