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
1551
$149K ﹤0.01%
12,002
+11,993
1552
$147K ﹤0.01%
3,826
+191
1553
$147K ﹤0.01%
3,487
-722
1554
$147K ﹤0.01%
4,215
-218
1555
$147K ﹤0.01%
2,158
1556
$146K ﹤0.01%
1,842
-1,353
1557
$145K ﹤0.01%
1,315
+56
1558
$145K ﹤0.01%
2,706
-228
1559
$145K ﹤0.01%
12,429
1560
$143K ﹤0.01%
25,021
+10,870
1561
$143K ﹤0.01%
1,319
+996
1562
$143K ﹤0.01%
8,378
-19,554
1563
$142K ﹤0.01%
13,614
-733
1564
$142K ﹤0.01%
4,141
+2,063
1565
$142K ﹤0.01%
2,377
+966
1566
$142K ﹤0.01%
4,437
-310
1567
$142K ﹤0.01%
455
+135
1568
$141K ﹤0.01%
2,510
+654
1569
$140K ﹤0.01%
1,313
+211
1570
$140K ﹤0.01%
566
-29
1571
$140K ﹤0.01%
3,497
-817
1572
$140K ﹤0.01%
2,700
1573
$140K ﹤0.01%
2,106
-223
1574
$140K ﹤0.01%
1,520
-352
1575
$138K ﹤0.01%
3,463
-16
61 62
63
64 65