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
1426
$202K ﹤0.01%
5,842
1427
$202K ﹤0.01%
5,372
+1,150
1428
$202K ﹤0.01%
3,531
-453
1429
$202K ﹤0.01%
17,463
-1,655
1430
$201K ﹤0.01%
3,297
+3,077
1431
$201K ﹤0.01%
5,180
+877
1432
$201K ﹤0.01%
1,784
-56
1433
$201K ﹤0.01%
24,886
-6,016
1434
$201K ﹤0.01%
+18,246
1435
$200K ﹤0.01%
2,933
+7
1436
$199K ﹤0.01%
1,995
+701
1437
$199K ﹤0.01%
2,296
+527
1438
$198K ﹤0.01%
4,200
1439
$198K ﹤0.01%
1,980
1440
$198K ﹤0.01%
2,608
+71
1441
$198K ﹤0.01%
1,332
+1,300
1442
$197K ﹤0.01%
4,809
-311
1443
$197K ﹤0.01%
2,109
-302
1444
$196K ﹤0.01%
4,060
1445
$196K ﹤0.01%
6,369
+957
1446
$196K ﹤0.01%
5,159
1447
$195K ﹤0.01%
33,891
-150
1448
$195K ﹤0.01%
18,805
1449
$195K ﹤0.01%
4,197
+246
1450
$194K ﹤0.01%
1,371
+1,299
56 57
58
59 60