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
1176
$386K ﹤0.01%
14,426
+5,332
1177
$386K ﹤0.01%
23,769
-363
1178
$385K ﹤0.01%
2,905
+1,738
1179
$385K ﹤0.01%
3,249
-727
1180
$385K ﹤0.01%
8,563
+3,704
1181
$385K ﹤0.01%
1,630
-77
1182
$384K ﹤0.01%
19,990
+2,439
1183
$382K ﹤0.01%
7,845
-768
1184
$380K ﹤0.01%
7,917
-1,498
1185
$380K ﹤0.01%
21,172
-6,517
1186
$377K ﹤0.01%
23,241
-1,085
1187
$376K ﹤0.01%
6,501
+645
1188
$374K ﹤0.01%
770
+224
1189
$373K ﹤0.01%
959
-485
1190
$373K ﹤0.01%
3,202
+456
1191
$372K ﹤0.01%
11,868
-4,592
1192
$371K ﹤0.01%
15,958
+14,011
1193
$370K ﹤0.01%
2,467
+1,318
1194
$370K ﹤0.01%
6,444
-60
1195
$369K ﹤0.01%
7,473
-1,544
1196
$368K ﹤0.01%
6,636
-817
1197
$368K ﹤0.01%
1,219
+769
1198
$368K ﹤0.01%
41,496
-19,429
1199
$367K ﹤0.01%
4,501
1200
$366K ﹤0.01%
8,083
-3,635
46 47
48
49 50