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
1301
$286K ﹤0.01%
4,068
-2,728
1302
$286K ﹤0.01%
3,962
-45
1303
$285K ﹤0.01%
1,000
+297
1304
$283K ﹤0.01%
4,262
-79,044
1305
$283K ﹤0.01%
2,804
+657
1306
$282K ﹤0.01%
1,416
+669
1307
$282K ﹤0.01%
46,139
+18,054
1308
$282K ﹤0.01%
9,135
+6,349
1309
$282K ﹤0.01%
14,133
-1,446
1310
$281K ﹤0.01%
2,185
-694
1311
$281K ﹤0.01%
13,212
+3,743
1312
$280K ﹤0.01%
10,154
-3,593
1313
$280K ﹤0.01%
3,103
-264
1314
$279K ﹤0.01%
4,594
-168
1315
$279K ﹤0.01%
10,157
+112
1316
$276K ﹤0.01%
7,500
-460
1317
$276K ﹤0.01%
2,002
-441
1318
$276K ﹤0.01%
6,090
-107
1319
$275K ﹤0.01%
2,934
-94
1320
$274K ﹤0.01%
2,949
+84
1321
$269K ﹤0.01%
4,969
+138
1322
$269K ﹤0.01%
7,711
+506
1323
$268K ﹤0.01%
1,423
+728
1324
$267K ﹤0.01%
5,251
-1,511
1325
$267K ﹤0.01%
11,815
+433
51 52
53
54 55