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
1951
$49K ﹤0.01%
409
+9
1952
$49K ﹤0.01%
2,450
+1,200
1953
$49K ﹤0.01%
2,922
+36
1954
$49K ﹤0.01%
599
-790
1955
$49K ﹤0.01%
972
-1,202
1956
$49K ﹤0.01%
1,780
1957
$49K ﹤0.01%
1,148
1958
$49K ﹤0.01%
1,868
-522
1959
$49K ﹤0.01%
3,275
1960
$49K ﹤0.01%
6,297
-19,475
1961
$48K ﹤0.01%
840
1962
$48K ﹤0.01%
4,775
1963
$48K ﹤0.01%
442
1964
$48K ﹤0.01%
1,082
+35
1965
$48K ﹤0.01%
461
+106
1966
$48K ﹤0.01%
+1,038
1967
$48K ﹤0.01%
317
+41
1968
$48K ﹤0.01%
1,054
+12
1969
$47K ﹤0.01%
2,500
1970
$47K ﹤0.01%
2,749
1971
$47K ﹤0.01%
2,422
+402
1972
$47K ﹤0.01%
1,109
-105
1973
$47K ﹤0.01%
2,789
-402
1974
$47K ﹤0.01%
427
+327
1975
$47K ﹤0.01%
230
+30
77 78
79
80 81