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
1901
$58K ﹤0.01%
1,144
+407
1902
$58K ﹤0.01%
3,232
1903
$58K ﹤0.01%
1,477
+1,020
1904
$58K ﹤0.01%
776
1905
$58K ﹤0.01%
1,431
+130
1906
$58K ﹤0.01%
2,000
+1,244
1907
$57K ﹤0.01%
7,275
1908
$57K ﹤0.01%
1,935
-30
1909
$57K ﹤0.01%
821
-63
1910
$57K ﹤0.01%
362
-32
1911
$57K ﹤0.01%
1,952
+14
1912
$57K ﹤0.01%
305
+1
1913
$56K ﹤0.01%
2,202
1914
$56K ﹤0.01%
1,252
+377
1915
$56K ﹤0.01%
719
-783
1916
$56K ﹤0.01%
3,056
-511
1917
$55K ﹤0.01%
2,414
+24
1918
$55K ﹤0.01%
4,782
+730
1919
$55K ﹤0.01%
2,794
-571
1920
$55K ﹤0.01%
1,700
+1,698
1921
$55K ﹤0.01%
2,000
1922
$54K ﹤0.01%
4,534
-2,075
1923
$54K ﹤0.01%
1,420
-3,477
1924
$54K ﹤0.01%
4,000
-4,750
1925
$54K ﹤0.01%
733
-2,644
75 76
77
78 79