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
1351
$244K ﹤0.01%
6,176
-397
1352
$244K ﹤0.01%
2,440
+2,252
1353
$243K ﹤0.01%
12,311
-2,050
1354
$242K ﹤0.01%
8,403
+200
1355
$242K ﹤0.01%
20,711
+1,224
1356
$242K ﹤0.01%
5,903
+16
1357
$241K ﹤0.01%
6,394
-1,225
1358
$240K ﹤0.01%
12,783
+7,263
1359
$239K ﹤0.01%
10,413
-1,607
1360
$239K ﹤0.01%
43,676
-24,530
1361
$237K ﹤0.01%
53,057
-8,616
1362
$236K ﹤0.01%
5,854
1363
$235K ﹤0.01%
5,585
+5,438
1364
$235K ﹤0.01%
37,906
-18,901
1365
$234K ﹤0.01%
3,049
+88
1366
$234K ﹤0.01%
11,224
+32
1367
$233K ﹤0.01%
983
+88
1368
$232K ﹤0.01%
17,248
+10,786
1369
$228K ﹤0.01%
49,038
-7,097
1370
$227K ﹤0.01%
5,748
+3,638
1371
$227K ﹤0.01%
17,318
-5,621
1372
$227K ﹤0.01%
1,635
+26
1373
$225K ﹤0.01%
7,693
+635
1374
$225K ﹤0.01%
5,859
+999
1375
$225K ﹤0.01%
4,717
+73
53 54
55
56 57