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
1676
$107K ﹤0.01%
237
-477
1677
$106K ﹤0.01%
7,124
1678
$106K ﹤0.01%
3,699
-1,796
1679
$106K ﹤0.01%
5,018
-4,970
1680
$105K ﹤0.01%
2,632
+106
1681
$105K ﹤0.01%
7,185
-20,886
1682
$105K ﹤0.01%
1,766
+47
1683
$105K ﹤0.01%
1,194
1684
$105K ﹤0.01%
13,575
+7,937
1685
$105K ﹤0.01%
2,366
+219
1686
$104K ﹤0.01%
21,254
+3,104
1687
$103K ﹤0.01%
388
+77
1688
$103K ﹤0.01%
2,106
+1,183
1689
$102K ﹤0.01%
5,500
1690
$102K ﹤0.01%
1,083
-64
1691
$102K ﹤0.01%
4,928
+1,359
1692
$101K ﹤0.01%
6,844
-1,565
1693
$101K ﹤0.01%
2,678
-1,850
1694
$101K ﹤0.01%
5,310
+366
1695
$101K ﹤0.01%
1,744
-3,239
1696
$101K ﹤0.01%
2,162
+296
1697
$101K ﹤0.01%
8,522
1698
$101K ﹤0.01%
12,756
1699
$100K ﹤0.01%
5,000
1700
$100K ﹤0.01%
3,335
66 67
68
69 70