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
1526
$159K ﹤0.01%
10,117
+726
1527
$159K ﹤0.01%
15,838
+1,230
1528
$159K ﹤0.01%
1,480
+40
1529
$158K ﹤0.01%
4,706
+730
1530
$158K ﹤0.01%
6,783
+564
1531
$157K ﹤0.01%
911
-23
1532
$157K ﹤0.01%
6,372
-788
1533
$157K ﹤0.01%
3,120
-175
1534
$157K ﹤0.01%
2,117
-218
1535
$155K ﹤0.01%
999
1536
$155K ﹤0.01%
16,189
-2,777
1537
$154K ﹤0.01%
772
-82
1538
$154K ﹤0.01%
12,847
-2,997
1539
$153K ﹤0.01%
1,281
-94
1540
$153K ﹤0.01%
3,781
+2,111
1541
$153K ﹤0.01%
2,586
+2,284
1542
$153K ﹤0.01%
1,018
+4
1543
$153K ﹤0.01%
5,465
+3,678
1544
$152K ﹤0.01%
13,438
-1,637
1545
$151K ﹤0.01%
6,922
+2,270
1546
$151K ﹤0.01%
561
1547
$151K ﹤0.01%
110
-26
1548
$150K ﹤0.01%
2,284
-47
1549
$150K ﹤0.01%
11,092
+31
1550
$149K ﹤0.01%
10,749
+722
60 61
62
63 64