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
1726
$96K ﹤0.01%
1,536
1727
$95K ﹤0.01%
7,630
+2,521
1728
$95K ﹤0.01%
1,304
+16
1729
$95K ﹤0.01%
809
+804
1730
$95K ﹤0.01%
4,647
+1,041
1731
$95K ﹤0.01%
1,738
+439
1732
$95K ﹤0.01%
+3,045
1733
$95K ﹤0.01%
4,935
1734
$94K ﹤0.01%
5,238
1735
$94K ﹤0.01%
3,604
+1,996
1736
$94K ﹤0.01%
3,250
1737
$94K ﹤0.01%
3,317
+1,122
1738
$94K ﹤0.01%
5,693
-10,984
1739
$94K ﹤0.01%
2,350
+692
1740
$94K ﹤0.01%
1,583
+61
1741
$94K ﹤0.01%
2,274
+477
1742
$93K ﹤0.01%
270
+242
1743
$93K ﹤0.01%
2,727
-77
1744
$92K ﹤0.01%
1,536
1745
$92K ﹤0.01%
1,171
+125
1746
$92K ﹤0.01%
627
-96
1747
$92K ﹤0.01%
1,163
+196
1748
$92K ﹤0.01%
6,176
1749
$91K ﹤0.01%
11,255
-2,367
1750
$91K ﹤0.01%
2,939
-243
68 69
70
71 72