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
1601
$129K ﹤0.01%
+4,811
1602
$128K ﹤0.01%
4,374
-21,764
1603
$127K ﹤0.01%
1,427
-45
1604
$126K ﹤0.01%
1,790
-6,791
1605
$126K ﹤0.01%
1,029
-773
1606
$126K ﹤0.01%
4,025
+111
1607
$126K ﹤0.01%
1,366
+200
1608
$126K ﹤0.01%
4,167
-58
1609
$126K ﹤0.01%
2,182
1610
$126K ﹤0.01%
3,199
+299
1611
$125K ﹤0.01%
618
+31
1612
$125K ﹤0.01%
2,413
-537
1613
$125K ﹤0.01%
3,322
+680
1614
$125K ﹤0.01%
1,684
1615
$124K ﹤0.01%
4,963
-558
1616
$124K ﹤0.01%
2,011
-774
1617
$124K ﹤0.01%
3,452
1618
$124K ﹤0.01%
16,341
+4,090
1619
$123K ﹤0.01%
1,912
+251
1620
$123K ﹤0.01%
+3,591
1621
$123K ﹤0.01%
2,600
1622
$122K ﹤0.01%
2,846
-43
1623
$121K ﹤0.01%
9,259
-2,068
1624
$121K ﹤0.01%
720
1625
$120K ﹤0.01%
1,560
+624
63 64
65
66 67