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
1051
$540K ﹤0.01%
19,157
+5,036
1052
$539K ﹤0.01%
3,695
+1,020
1053
$538K ﹤0.01%
17,858
-4,784
1054
$537K ﹤0.01%
53,679
+3,284
1055
$536K ﹤0.01%
12,791
-63
1056
$536K ﹤0.01%
15,174
-129,625
1057
$533K ﹤0.01%
4,506
+736
1058
$532K ﹤0.01%
13,660
-1,570
1059
$531K ﹤0.01%
5,309
+727
1060
$531K ﹤0.01%
4,093
+47
1061
$529K ﹤0.01%
11,241
-109
1062
$528K ﹤0.01%
13,179
+9,990
1063
$528K ﹤0.01%
+15,379
1064
$526K ﹤0.01%
7,250
+3,586
1065
$525K ﹤0.01%
28,484
-1,494
1066
$524K ﹤0.01%
9,036
+2,318
1067
$523K ﹤0.01%
10,384
-833
1068
$518K ﹤0.01%
26,743
+8,843
1069
$515K ﹤0.01%
8,067
+1,171
1070
$515K ﹤0.01%
15,097
-4,434
1071
$513K ﹤0.01%
12,313
-272
1072
$512K ﹤0.01%
5,237
-677
1073
$511K ﹤0.01%
11,219
+1,293
1074
$509K ﹤0.01%
50,350
-33,096
1075
$509K ﹤0.01%
3,906
+152
41 42
43
44 45