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
1926
$54K ﹤0.01%
4,100
1927
$54K ﹤0.01%
1,453
1928
$54K ﹤0.01%
818
-532
1929
$54K ﹤0.01%
309
-23
1930
$54K ﹤0.01%
981
+525
1931
$53K ﹤0.01%
1,064
+107
1932
$53K ﹤0.01%
582
1933
$53K ﹤0.01%
113
-1
1934
$53K ﹤0.01%
+1,836
1935
$52K ﹤0.01%
1,732
+1,000
1936
$52K ﹤0.01%
21,452
-5,436
1937
$52K ﹤0.01%
888
1938
$51K ﹤0.01%
4,493
+1,982
1939
$51K ﹤0.01%
361
-24
1940
$51K ﹤0.01%
2,025
-168
1941
$50K ﹤0.01%
954
-191
1942
$50K ﹤0.01%
3,546
1943
$50K ﹤0.01%
1,000
1944
$50K ﹤0.01%
326
-134
1945
$50K ﹤0.01%
248
-25
1946
$50K ﹤0.01%
607
+14
1947
$50K ﹤0.01%
3,000
1948
$50K ﹤0.01%
299
-23
1949
$50K ﹤0.01%
6,671
+433
1950
$50K ﹤0.01%
308
-417
76 77
78
79 80