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
1501
$167K ﹤0.01%
+8,475
1502
$167K ﹤0.01%
43,307
-7,090
1503
$167K ﹤0.01%
2,045
+411
1504
$167K ﹤0.01%
14,286
1505
$166K ﹤0.01%
+16,042
1506
$166K ﹤0.01%
3,025
+400
1507
$166K ﹤0.01%
7,532
1508
$165K ﹤0.01%
37
-1
1509
$165K ﹤0.01%
5,909
+3,981
1510
$165K ﹤0.01%
568
+467
1511
$164K ﹤0.01%
9,755
+8,751
1512
$164K ﹤0.01%
2,947
-920
1513
$163K ﹤0.01%
6,037
+1,463
1514
$163K ﹤0.01%
3,137
-9,073
1515
$163K ﹤0.01%
6,474
+1,650
1516
$162K ﹤0.01%
2,679
-8,293
1517
$162K ﹤0.01%
361
-35
1518
$161K ﹤0.01%
1,831
+353
1519
$161K ﹤0.01%
12,387
-2,762
1520
$160K ﹤0.01%
4,735
-9,605
1521
$160K ﹤0.01%
8,916
-2,966
1522
$160K ﹤0.01%
3,200
1523
$160K ﹤0.01%
6,236
-1,302
1524
$160K ﹤0.01%
53,298
+27,354
1525
$160K ﹤0.01%
2,431
-9,106
59 60
61
62 63