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
1001
$615K ﹤0.01%
63,349
+958
1002
$614K ﹤0.01%
13,953
+3,792
1003
$613K ﹤0.01%
9,193
+5,319
1004
$612K ﹤0.01%
56,889
+15,800
1005
$606K ﹤0.01%
6,304
-24,058
1006
$605K ﹤0.01%
7,394
-256
1007
$601K ﹤0.01%
3,994
+2,576
1008
$600K ﹤0.01%
2,307
+201
1009
$600K ﹤0.01%
32,299
-2,781
1010
$599K ﹤0.01%
12,787
-33,058
1011
$596K ﹤0.01%
17,236
-4,751
1012
$594K ﹤0.01%
4,367
-420
1013
$594K ﹤0.01%
14,117
+6,269
1014
$593K ﹤0.01%
22,581
+5,694
1015
$592K ﹤0.01%
17,829
+2,308
1016
$588K ﹤0.01%
35,172
-1,408
1017
$588K ﹤0.01%
2,859
+38
1018
$586K ﹤0.01%
17,315
+1,345
1019
$585K ﹤0.01%
16,515
+898
1020
$581K ﹤0.01%
37,137
-6,832
1021
$578K ﹤0.01%
22,076
+4,643
1022
$577K ﹤0.01%
5,344
+1,424
1023
$577K ﹤0.01%
5,209
+1,316
1024
$574K ﹤0.01%
42,807
-5,639
1025
$573K ﹤0.01%
10,431
+10
39 40
41
42 43