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
1226
$344K ﹤0.01%
2,279
+536
1227
$343K ﹤0.01%
6,959
+660
1228
$343K ﹤0.01%
15,901
-2,006
1229
$342K ﹤0.01%
35,000
1230
$342K ﹤0.01%
13,476
1231
$342K ﹤0.01%
6,689
-946
1232
$341K ﹤0.01%
1,003
+37
1233
$341K ﹤0.01%
3,242
+1,967
1234
$340K ﹤0.01%
6,217
1235
$340K ﹤0.01%
8,781
+999
1236
$339K ﹤0.01%
17,924
-12,019
1237
$339K ﹤0.01%
6,357
+2,401
1238
$338K ﹤0.01%
14,795
-131
1239
$337K ﹤0.01%
10,120
+834
1240
$337K ﹤0.01%
28,106
+2,305
1241
$337K ﹤0.01%
5,328
-9,540
1242
$336K ﹤0.01%
5,182
+2,178
1243
$334K ﹤0.01%
10,350
1244
$334K ﹤0.01%
40,969
+18,122
1245
$333K ﹤0.01%
2,947
-1,038
1246
$331K ﹤0.01%
8,663
+642
1247
$331K ﹤0.01%
4,886
-9,500
1248
$331K ﹤0.01%
39,356
-17,902
1249
$330K ﹤0.01%
1,605
+157
1250
$329K ﹤0.01%
14,465
-3,379
48 49
50
51 52