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
1626
$120K ﹤0.01%
4,407
+347
1627
$120K ﹤0.01%
464
+131
1628
$120K ﹤0.01%
3,236
-635
1629
$119K ﹤0.01%
655
-4
1630
$119K ﹤0.01%
1,876
-408
1631
$119K ﹤0.01%
5,628
-4,894
1632
$119K ﹤0.01%
1,009
+28
1633
$118K ﹤0.01%
1,784
+43
1634
$118K ﹤0.01%
4,473
+8
1635
$118K ﹤0.01%
4,824
+9
1636
$118K ﹤0.01%
6,123
+5,848
1637
$118K ﹤0.01%
3,354
-56
1638
$118K ﹤0.01%
3,519
1639
$117K ﹤0.01%
4,187
+2,018
1640
$117K ﹤0.01%
3,100
-1,154
1641
$117K ﹤0.01%
4,469
-448
1642
$117K ﹤0.01%
2,501
+1,096
1643
$117K ﹤0.01%
3,428
+113
1644
$116K ﹤0.01%
9,735
+104
1645
$116K ﹤0.01%
4,459
-939
1646
$116K ﹤0.01%
4,265
-15,323
1647
$116K ﹤0.01%
8,318
+89
1648
$115K ﹤0.01%
1,534
+525
1649
$115K ﹤0.01%
2,941
-1,004
1650
$115K ﹤0.01%
+1,259
64 65
66
67 68