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
1476
$179K ﹤0.01%
2,757
+396
1477
$179K ﹤0.01%
786
1478
$179K ﹤0.01%
13,706
1479
$179K ﹤0.01%
3,119
+84
1480
$179K ﹤0.01%
3,894
+165
1481
$178K ﹤0.01%
2,878
+391
1482
$178K ﹤0.01%
5,820
-889
1483
$177K ﹤0.01%
2,074
-65
1484
$177K ﹤0.01%
20,041
+4,957
1485
$175K ﹤0.01%
4,115
+1,455
1486
$175K ﹤0.01%
4,785
-280
1487
$174K ﹤0.01%
5,706
+1,742
1488
$174K ﹤0.01%
4,182
-38
1489
$173K ﹤0.01%
11,290
+116
1490
$172K ﹤0.01%
15,031
+401
1491
$171K ﹤0.01%
9,721
+3,127
1492
$171K ﹤0.01%
483
-218
1493
$170K ﹤0.01%
8,914
-8,589
1494
$169K ﹤0.01%
10,135
+2,955
1495
$169K ﹤0.01%
2,607
-50
1496
$169K ﹤0.01%
2,066
+520
1497
$169K ﹤0.01%
1,979
-79
1498
$168K ﹤0.01%
3,794
-102
1499
$168K ﹤0.01%
334
-83
1500
$168K ﹤0.01%
6,165
58 59
60
61 62