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
1326
$267K ﹤0.01%
8,499
1327
$266K ﹤0.01%
4,351
+3,536
1328
$266K ﹤0.01%
5,028
1329
$266K ﹤0.01%
15,720
+11,180
1330
$264K ﹤0.01%
3,341
+300
1331
$262K ﹤0.01%
5,381
+445
1332
$261K ﹤0.01%
3,089
-41
1333
$260K ﹤0.01%
5,631
+774
1334
$259K ﹤0.01%
2,340
-382
1335
$258K ﹤0.01%
4,158
+2,152
1336
$258K ﹤0.01%
4,447
+753
1337
$256K ﹤0.01%
10,257
+7,826
1338
$255K ﹤0.01%
5,315
+47
1339
$255K ﹤0.01%
1,241
+637
1340
$253K ﹤0.01%
8,527
+1,840
1341
$253K ﹤0.01%
19,857
-1,078
1342
$251K ﹤0.01%
1,500
1343
$251K ﹤0.01%
17,486
+8,133
1344
$251K ﹤0.01%
35,556
+19,655
1345
$249K ﹤0.01%
34,719
+25,632
1346
$246K ﹤0.01%
1,541
+380
1347
$246K ﹤0.01%
2,301
+197
1348
$245K ﹤0.01%
2,809
+12
1349
$245K ﹤0.01%
1,313
+86
1350
$244K ﹤0.01%
6,000
-2
52 53
54
55 56