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
1876
$62K ﹤0.01%
1,743
+1,585
1877
$62K ﹤0.01%
6,178
+3,000
1878
$61K ﹤0.01%
4,985
+875
1879
$61K ﹤0.01%
930
-398
1880
$61K ﹤0.01%
1,909
+137
1881
$61K ﹤0.01%
1,992
+92
1882
$61K ﹤0.01%
1,000
1883
$61K ﹤0.01%
332
-16
1884
$60K ﹤0.01%
2,665
+534
1885
$60K ﹤0.01%
716
+58
1886
$60K ﹤0.01%
2,072
-3,900
1887
$60K ﹤0.01%
1,762
+374
1888
$60K ﹤0.01%
464
-333
1889
$60K ﹤0.01%
1,694
+36
1890
$59K ﹤0.01%
1,678
+47
1891
$59K ﹤0.01%
658
+559
1892
$59K ﹤0.01%
1,130
+1,114
1893
$59K ﹤0.01%
1,050
1894
$59K ﹤0.01%
1,134
+366
1895
$59K ﹤0.01%
423
+31
1896
$58K ﹤0.01%
11,463
-651
1897
$58K ﹤0.01%
316
1898
$58K ﹤0.01%
1,424
+137
1899
$58K ﹤0.01%
6
1900
$58K ﹤0.01%
1,032
+524
74 75
76
77 78