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
1576
$138K ﹤0.01%
26,491
+19,270
1577
$138K ﹤0.01%
3,073
-551
1578
$137K ﹤0.01%
4,070
+148
1579
$135K ﹤0.01%
+2,230
1580
$135K ﹤0.01%
1,883
-550
1581
$135K ﹤0.01%
1,292
+192
1582
$135K ﹤0.01%
11,499
-5,027
1583
$135K ﹤0.01%
11,734
+40
1584
$135K ﹤0.01%
6,501
+4,240
1585
$134K ﹤0.01%
1,562
+280
1586
$134K ﹤0.01%
11,048
+23
1587
$134K ﹤0.01%
2,979
-690
1588
$134K ﹤0.01%
2,759
+56
1589
$134K ﹤0.01%
925
+15
1590
$133K ﹤0.01%
1,904
+17
1591
$133K ﹤0.01%
1,155
+54
1592
$133K ﹤0.01%
2,133
-5,285
1593
$133K ﹤0.01%
1,763
-999
1594
$133K ﹤0.01%
5,082
+1,113
1595
$132K ﹤0.01%
562
+213
1596
$132K ﹤0.01%
13,868
1597
$131K ﹤0.01%
3,720
-10
1598
$130K ﹤0.01%
2,040
1599
$129K ﹤0.01%
1,285
+232
1600
$129K ﹤0.01%
8,617
+256
62 63
64
65 66