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
1401
$212K ﹤0.01%
18,224
-14,367
1402
$212K ﹤0.01%
10,070
+7,750
1403
$211K ﹤0.01%
15,970
-57,182
1404
$211K ﹤0.01%
5,863
-12
1405
$211K ﹤0.01%
15,326
+1,190
1406
$211K ﹤0.01%
1,511
-265
1407
$210K ﹤0.01%
2,860
+1,825
1408
$210K ﹤0.01%
14,578
-1,679
1409
$210K ﹤0.01%
3,671
+3,669
1410
$209K ﹤0.01%
15,613
-18,162
1411
$209K ﹤0.01%
2,444
-13,712
1412
$208K ﹤0.01%
12,287
+431
1413
$208K ﹤0.01%
6,472
1414
$207K ﹤0.01%
8,405
-1,110
1415
$206K ﹤0.01%
13,367
+8,634
1416
$206K ﹤0.01%
9,324
+602
1417
$205K ﹤0.01%
4,353
1418
$205K ﹤0.01%
1,444
+1,086
1419
$205K ﹤0.01%
2,149
-674
1420
$205K ﹤0.01%
11,691
1421
$203K ﹤0.01%
2,669
+621
1422
$203K ﹤0.01%
2,655
+2,403
1423
$203K ﹤0.01%
2,806
-1,629
1424
$203K ﹤0.01%
4,960
-652
1425
$202K ﹤0.01%
9,643
-12,731
55 56
57
58 59