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
1826
$76K ﹤0.01%
558
-63
1827
$75K ﹤0.01%
1,827
+714
1828
$75K ﹤0.01%
1,878
1829
$75K ﹤0.01%
+5,468
1830
$75K ﹤0.01%
7,199
1831
$75K ﹤0.01%
+1,909
1832
$74K ﹤0.01%
56
1833
$74K ﹤0.01%
1,186
+158
1834
$74K ﹤0.01%
864
-326
1835
$72K ﹤0.01%
4,692
-10,239
1836
$72K ﹤0.01%
1,580
-97
1837
$72K ﹤0.01%
362
-2
1838
$72K ﹤0.01%
502
-194
1839
$72K ﹤0.01%
6,253
1840
$72K ﹤0.01%
3,823
+2,105
1841
$72K ﹤0.01%
1,486
+495
1842
$72K ﹤0.01%
3,392
+124
1843
$71K ﹤0.01%
3,306
+1,728
1844
$71K ﹤0.01%
2,922
1845
$71K ﹤0.01%
2,061
+27
1846
$71K ﹤0.01%
1,579
-2,304
1847
$70K ﹤0.01%
2,191
1848
$69K ﹤0.01%
1,707
+1
1849
$69K ﹤0.01%
11,675
-671
1850
$69K ﹤0.01%
2,500
+2,325
72 73
74
75 76