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
1751
$91K ﹤0.01%
3,753
+16
1752
$91K ﹤0.01%
964
1753
$90K ﹤0.01%
2,203
+27
1754
$90K ﹤0.01%
10,632
-910
1755
$90K ﹤0.01%
3,694
-480
1756
$89K ﹤0.01%
356
-94
1757
$89K ﹤0.01%
1,450
1758
$89K ﹤0.01%
856
+444
1759
$89K ﹤0.01%
2,634
-373
1760
$89K ﹤0.01%
986
+179
1761
$89K ﹤0.01%
4,450
-3,771
1762
$89K ﹤0.01%
1,068
+5
1763
$89K ﹤0.01%
2,198
+741
1764
$89K ﹤0.01%
2,382
+353
1765
$88K ﹤0.01%
6,283
-12,797
1766
$87K ﹤0.01%
1,049
-22,718
1767
$87K ﹤0.01%
+5,050
1768
$87K ﹤0.01%
154
-121
1769
$87K ﹤0.01%
1,368
-3
1770
$87K ﹤0.01%
7,793
+4,742
1771
$87K ﹤0.01%
525
+19
1772
$86K ﹤0.01%
4,299
-1,098
1773
$86K ﹤0.01%
323
+238
1774
$86K ﹤0.01%
6,572
-12,773
1775
$86K ﹤0.01%
293
+132
69 70
71
72 73