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
1776
$85K ﹤0.01%
5,927
+5,142
1777
$85K ﹤0.01%
7,412
+3,249
1778
$85K ﹤0.01%
351
-227
1779
$85K ﹤0.01%
2,922
-2,021
1780
$85K ﹤0.01%
6,126
-1,542
1781
$84K ﹤0.01%
503
1782
$84K ﹤0.01%
4,810
+4,000
1783
$83K ﹤0.01%
99
-16
1784
$83K ﹤0.01%
304
+4
1785
$83K ﹤0.01%
511
-209
1786
$83K ﹤0.01%
10,626
+420
1787
$83K ﹤0.01%
2,263
+307
1788
$83K ﹤0.01%
1,176
1789
$83K ﹤0.01%
3,000
1790
$83K ﹤0.01%
2,358
+1,023
1791
$83K ﹤0.01%
2,569
1792
$83K ﹤0.01%
930
-39
1793
$83K ﹤0.01%
1,733
+13
1794
$83K ﹤0.01%
1,814
1795
$82K ﹤0.01%
4,100
1796
$82K ﹤0.01%
+3,191
1797
$82K ﹤0.01%
2,169
1798
$81K ﹤0.01%
2,024
+1,514
1799
$81K ﹤0.01%
2,239
-121
1800
$81K ﹤0.01%
1,723
70 71
72
73 74