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
1851
$68K ﹤0.01%
7,440
1852
$68K ﹤0.01%
806
+73
1853
$68K ﹤0.01%
3,081
-51
1854
$68K ﹤0.01%
10,575
+2,403
1855
$68K ﹤0.01%
822
-1,329
1856
$67K ﹤0.01%
4,262
1857
$67K ﹤0.01%
5,513
+13
1858
$66K ﹤0.01%
1,446
+812
1859
$66K ﹤0.01%
1,279
+179
1860
$66K ﹤0.01%
5,975
+1,150
1861
$66K ﹤0.01%
1,304
+176
1862
$65K ﹤0.01%
716
+501
1863
$65K ﹤0.01%
771
+22
1864
$65K ﹤0.01%
2,017
+1,020
1865
$65K ﹤0.01%
2,109
-1,175
1866
$64K ﹤0.01%
4,600
1867
$64K ﹤0.01%
6,749
-7,500
1868
$64K ﹤0.01%
3,255
-56
1869
$64K ﹤0.01%
920
-367
1870
$64K ﹤0.01%
538
+200
1871
$63K ﹤0.01%
714
+11
1872
$63K ﹤0.01%
1,960
-306
1873
$62K ﹤0.01%
522
-431
1874
$62K ﹤0.01%
631
-20
1875
$62K ﹤0.01%
+4,757
73 74
75
76 77