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
1026
$568K ﹤0.01%
33,961
+10,060
1027
$565K ﹤0.01%
1,733
+1,020
1028
$565K ﹤0.01%
7,944
1029
$562K ﹤0.01%
16,508
+2,277
1030
$562K ﹤0.01%
1,369
-180
1031
$560K ﹤0.01%
12,213
+534
1032
$559K ﹤0.01%
7,106
-347
1033
$557K ﹤0.01%
38,811
-1,496
1034
$557K ﹤0.01%
3,732
+834
1035
$555K ﹤0.01%
10,790
+13
1036
$555K ﹤0.01%
43,659
-8,801
1037
$553K ﹤0.01%
6,989
+3,628
1038
$552K ﹤0.01%
9,200
-28
1039
$551K ﹤0.01%
5,144
+2,077
1040
$549K ﹤0.01%
3,141
+222
1041
$547K ﹤0.01%
7,424
+1,827
1042
$547K ﹤0.01%
6,608
+5,399
1043
$546K ﹤0.01%
28,126
+1,347
1044
$546K ﹤0.01%
2,258
-68
1045
$545K ﹤0.01%
6,422
+22
1046
$545K ﹤0.01%
6,785
-886
1047
$544K ﹤0.01%
9,206
+402
1048
$543K ﹤0.01%
33,018
-38,000
1049
$540K ﹤0.01%
15,699
-150
1050
$540K ﹤0.01%
29,354
40 41
42
43 44