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
1376
$224K ﹤0.01%
2,223
+187
1377
$223K ﹤0.01%
10,101
+842
1378
$223K ﹤0.01%
1,221
-48,572
1379
$223K ﹤0.01%
3,457
+2,224
1380
$222K ﹤0.01%
5,105
1381
$221K ﹤0.01%
2,379
-570
1382
$220K ﹤0.01%
6,787
-178
1383
$220K ﹤0.01%
5,691
1384
$219K ﹤0.01%
6,073
+5,389
1385
$218K ﹤0.01%
23,770
+9,417
1386
$218K ﹤0.01%
+15,305
1387
$217K ﹤0.01%
8,122
1388
$217K ﹤0.01%
9,954
-5,548
1389
$216K ﹤0.01%
2,823
-3,343
1390
$216K ﹤0.01%
2,730
+191
1391
$216K ﹤0.01%
2,669
-242
1392
$216K ﹤0.01%
1,466
+1,357
1393
$216K ﹤0.01%
3,228
+1,729
1394
$214K ﹤0.01%
1,631
+134
1395
$214K ﹤0.01%
4,748
+687
1396
$214K ﹤0.01%
1,712
-4,122
1397
$214K ﹤0.01%
3,280
+275
1398
$213K ﹤0.01%
22,228
-490
1399
$213K ﹤0.01%
2,624
-97
1400
$212K ﹤0.01%
7,628
-2,034
54 55
56
57 58