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
1276
$302K ﹤0.01%
8,114
-3,121
1277
$301K ﹤0.01%
8,360
+51
1278
$300K ﹤0.01%
5,896
1279
$299K ﹤0.01%
10,214
-1,654
1280
$299K ﹤0.01%
21,753
-11
1281
$299K ﹤0.01%
1,055
-168
1282
$299K ﹤0.01%
7,780
+1
1283
$299K ﹤0.01%
2,720
-2,998
1284
$298K ﹤0.01%
12,675
-1,980
1285
$298K ﹤0.01%
5,276
-1,934
1286
$297K ﹤0.01%
4,500
1287
$296K ﹤0.01%
4,137
-507
1288
$295K ﹤0.01%
10,924
+3,479
1289
$295K ﹤0.01%
3,535
+2,056
1290
$295K ﹤0.01%
4,436
+3,396
1291
$294K ﹤0.01%
7,001
+663
1292
$294K ﹤0.01%
31,024
+3,314
1293
$293K ﹤0.01%
9,300
1294
$293K ﹤0.01%
2,814
-613
1295
$292K ﹤0.01%
2,682
-44,867
1296
$292K ﹤0.01%
41,310
+24,672
1297
$292K ﹤0.01%
907
+26
1298
$290K ﹤0.01%
5,938
+3,115
1299
$290K ﹤0.01%
5,391
+1,103
1300
$290K ﹤0.01%
6,324
-2,767
50 51
52
53 54