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
1201
$366K ﹤0.01%
8,177
+293
1202
$363K ﹤0.01%
1,754
-221
1203
$363K ﹤0.01%
15,094
+693
1204
$362K ﹤0.01%
7,495
+3,521
1205
$360K ﹤0.01%
5,582
+150
1206
$360K ﹤0.01%
13,082
-35,365
1207
$356K ﹤0.01%
7,643
+707
1208
$356K ﹤0.01%
17,540
-5,756
1209
$355K ﹤0.01%
3,376
+48
1210
$355K ﹤0.01%
12,793
-34
1211
$354K ﹤0.01%
5,711
+4,665
1212
$354K ﹤0.01%
14,115
-109
1213
$353K ﹤0.01%
14,540
+8,120
1214
$353K ﹤0.01%
3,899
-206
1215
$353K ﹤0.01%
50,018
-9,094
1216
$352K ﹤0.01%
2,540
+293
1217
$352K ﹤0.01%
12,739
+660
1218
$350K ﹤0.01%
108,610
+10,547
1219
$350K ﹤0.01%
7,025
-2,095
1220
$348K ﹤0.01%
2,000
1221
$347K ﹤0.01%
4,501
1222
$346K ﹤0.01%
10,991
-4
1223
$346K ﹤0.01%
13,552
-550
1224
$344K ﹤0.01%
1,381
+16
1225
$344K ﹤0.01%
8,981
+5,461
47 48
49
50 51