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
1151
$414K ﹤0.01%
15,656
-16,641
1152
$412K ﹤0.01%
42,937
-9,228
1153
$410K ﹤0.01%
3,433
+95
1154
$409K ﹤0.01%
33,696
-19,284
1155
$409K ﹤0.01%
8,378
-2,703
1156
$408K ﹤0.01%
14,090
-6,650
1157
$404K ﹤0.01%
2,323
+357
1158
$402K ﹤0.01%
7,991
-1,188
1159
$401K ﹤0.01%
6,126
+85
1160
$400K ﹤0.01%
2,798
+316
1161
$399K ﹤0.01%
67,905
-2,099
1162
$398K ﹤0.01%
7,244
+1,393
1163
$398K ﹤0.01%
4,178
+1,731
1164
$397K ﹤0.01%
10,566
+685
1165
$396K ﹤0.01%
24,835
+9,263
1166
$396K ﹤0.01%
3,214
+883
1167
$394K ﹤0.01%
6,700
+990
1168
$394K ﹤0.01%
29,502
-30,304
1169
$394K ﹤0.01%
6,692
+781
1170
$393K ﹤0.01%
14,642
-153
1171
$389K ﹤0.01%
2,171
-33
1172
$389K ﹤0.01%
4,743
+431
1173
$388K ﹤0.01%
4,496
+1,746
1174
$388K ﹤0.01%
1,807
-251
1175
$387K ﹤0.01%
4,394
-240
45 46
47
48 49