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
2051
$39K ﹤0.01%
581
+171
2052
$39K ﹤0.01%
337
+228
2053
$39K ﹤0.01%
1,515
-2,339
2054
$39K ﹤0.01%
1,962
-15
2055
$39K ﹤0.01%
2,535
+327
2056
$39K ﹤0.01%
9,000
-1,000
2057
$39K ﹤0.01%
389
-37
2058
$38K ﹤0.01%
469
-306
2059
$38K ﹤0.01%
950
+650
2060
$38K ﹤0.01%
692
2061
$38K ﹤0.01%
853
-417
2062
$38K ﹤0.01%
796
+96
2063
$38K ﹤0.01%
846
2064
$38K ﹤0.01%
765
+69
2065
$38K ﹤0.01%
856
-20,000
2066
$38K ﹤0.01%
1,510
-157
2067
$38K ﹤0.01%
1,910
-158
2068
$37K ﹤0.01%
1,100
2069
$37K ﹤0.01%
566
-226
2070
$37K ﹤0.01%
143
+1
2071
$37K ﹤0.01%
1,870
-2,579
2072
$37K ﹤0.01%
499
-2,235
2073
$37K ﹤0.01%
115
-4
2074
$37K ﹤0.01%
973
-112
2075
$37K ﹤0.01%
731
81 82
83
84 85