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
1126
$443K ﹤0.01%
3,860
+565
1127
$443K ﹤0.01%
17,035
-7,182
1128
$442K ﹤0.01%
15,310
+190
1129
$439K ﹤0.01%
8,232
-629
1130
$439K ﹤0.01%
201,840
-10,042
1131
$438K ﹤0.01%
3,830
-364
1132
$437K ﹤0.01%
4,799
+717
1133
$437K ﹤0.01%
+35,656
1134
$436K ﹤0.01%
1,309
+188
1135
$433K ﹤0.01%
4,193
-583
1136
$431K ﹤0.01%
43,562
-5,319
1137
$431K ﹤0.01%
14,088
-921
1138
$429K ﹤0.01%
6,125
-312
1139
$429K ﹤0.01%
8,193
+3,267
1140
$429K ﹤0.01%
28,965
+22,449
1141
$428K ﹤0.01%
2,975
+67
1142
$426K ﹤0.01%
1,418
+428
1143
$425K ﹤0.01%
8,341
-206
1144
$425K ﹤0.01%
3,727
+157
1145
$423K ﹤0.01%
9,511
-998
1146
$419K ﹤0.01%
6,119
+510
1147
$419K ﹤0.01%
2,697
-38
1148
$419K ﹤0.01%
8,331
+7,782
1149
$417K ﹤0.01%
5,484
+286
1150
$417K ﹤0.01%
1,007
-3
44 45
46
47 48