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
1651
$115K ﹤0.01%
453
+25
1652
$115K ﹤0.01%
4,117
1653
$115K ﹤0.01%
817
+187
1654
$114K ﹤0.01%
721
-305
1655
$114K ﹤0.01%
5,434
1656
$113K ﹤0.01%
1,478
-331
1657
$112K ﹤0.01%
2,278
-470
1658
$111K ﹤0.01%
489
-19
1659
$111K ﹤0.01%
25,208
-51,092
1660
$111K ﹤0.01%
4,620
+821
1661
$111K ﹤0.01%
1,642
+292
1662
$110K ﹤0.01%
799
+72
1663
$110K ﹤0.01%
1,564
+651
1664
$110K ﹤0.01%
+4,654
1665
$110K ﹤0.01%
8,212
-3,349
1666
$110K ﹤0.01%
2,226
-220
1667
$110K ﹤0.01%
13,270
+28
1668
$109K ﹤0.01%
1,086
+664
1669
$109K ﹤0.01%
+2,476
1670
$109K ﹤0.01%
1,137
-10,576
1671
$108K ﹤0.01%
1,371
1672
$108K ﹤0.01%
2,364
-156
1673
$108K ﹤0.01%
2,421
+1,744
1674
$108K ﹤0.01%
3,381
+2,669
1675
$107K ﹤0.01%
+2,960
65 66
67
68 69