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
976
$665K ﹤0.01%
3,942
977
$665K ﹤0.01%
10,193
-1,474
978
$665K ﹤0.01%
17,738
-81
979
$664K ﹤0.01%
73,109
-19,419
980
$664K ﹤0.01%
29,638
+753
981
$662K ﹤0.01%
34,054
-2,030
982
$662K ﹤0.01%
4,314
-18,517
983
$660K ﹤0.01%
3,280
+353
984
$660K ﹤0.01%
8,593
+1,583
985
$658K ﹤0.01%
16,520
-12,583
986
$656K ﹤0.01%
30,723
+4,663
987
$652K ﹤0.01%
19,557
+902
988
$651K ﹤0.01%
914
989
$647K ﹤0.01%
36,148
-8,799
990
$643K ﹤0.01%
1,869
-63
991
$642K ﹤0.01%
7,292
+5,218
992
$640K ﹤0.01%
5,613
-353
993
$640K ﹤0.01%
6,415
+747
994
$638K ﹤0.01%
30,542
-13,984
995
$630K ﹤0.01%
48,306
-4,633
996
$627K ﹤0.01%
1,628
-42
997
$625K ﹤0.01%
41,928
-7,165
998
$622K ﹤0.01%
4,823
-506
999
$619K ﹤0.01%
12,015
+847
1000
$618K ﹤0.01%
5,256
-466
38 39
40
41 42