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
1101
$472K ﹤0.01%
17,004
+721
1102
$471K ﹤0.01%
40,364
+39,376
1103
$470K ﹤0.01%
10,175
-5,436
1104
$468K ﹤0.01%
1,150
-21
1105
$467K ﹤0.01%
5,986
+117
1106
$466K ﹤0.01%
+13,622
1107
$464K ﹤0.01%
75,799
-8,120
1108
$462K ﹤0.01%
37,470
+5,935
1109
$462K ﹤0.01%
39,097
+10,746
1110
$461K ﹤0.01%
5,261
+813
1111
$461K ﹤0.01%
6,782
-20
1112
$458K ﹤0.01%
5,941
-159
1113
$455K ﹤0.01%
10,951
-433
1114
$454K ﹤0.01%
40,587
+389
1115
$454K ﹤0.01%
10,655
+1,735
1116
$454K ﹤0.01%
14,112
+5,847
1117
$451K ﹤0.01%
5,025
-992
1118
$450K ﹤0.01%
3,597
-18
1119
$448K ﹤0.01%
3,441
-299
1120
$447K ﹤0.01%
10,546
+3,715
1121
$447K ﹤0.01%
6,494
-465
1122
$446K ﹤0.01%
2,428
-419
1123
$446K ﹤0.01%
13,525
-3,070
1124
$445K ﹤0.01%
15,661
+5,227
1125
$444K ﹤0.01%
10,406
-826
43 44
45
46 47