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
1451
$193K ﹤0.01%
4,632
+3,017
1452
$193K ﹤0.01%
2,254
-364
1453
$192K ﹤0.01%
3,176
+149
1454
$190K ﹤0.01%
1,639
-66
1455
$190K ﹤0.01%
7,730
-1,099
1456
$190K ﹤0.01%
1,105
+212
1457
$188K ﹤0.01%
1,248
+1,108
1458
$186K ﹤0.01%
1,976
-977
1459
$185K ﹤0.01%
23,523
+4,408
1460
$185K ﹤0.01%
1,134
+905
1461
$185K ﹤0.01%
+6,750
1462
$185K ﹤0.01%
907
+2
1463
$184K ﹤0.01%
3,665
+291
1464
$184K ﹤0.01%
3,872
-276
1465
$184K ﹤0.01%
618
-694
1466
$184K ﹤0.01%
3,719
+1,024
1467
$183K ﹤0.01%
7,372
-6,994
1468
$182K ﹤0.01%
2,411
+1,567
1469
$181K ﹤0.01%
390
-220
1470
$180K ﹤0.01%
3,096
-4,226
1471
$180K ﹤0.01%
2,948
-87,825
1472
$180K ﹤0.01%
1,870
1473
$180K ﹤0.01%
8,192
1474
$180K ﹤0.01%
3,681
+263
1475
$179K ﹤0.01%
3,704
+1,348
57 58
59
60 61