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
2076
$36K ﹤0.01%
498
-440
2077
$36K ﹤0.01%
2,839
2078
$36K ﹤0.01%
2,005
2079
$36K ﹤0.01%
3,599
+900
2080
$36K ﹤0.01%
297
+282
2081
$36K ﹤0.01%
583
-157
2082
$36K ﹤0.01%
936
-79
2083
$36K ﹤0.01%
3,900
2084
$36K ﹤0.01%
+752
2085
$36K ﹤0.01%
+833
2086
$36K ﹤0.01%
6,120
2087
$35K ﹤0.01%
4,624
+364
2088
$35K ﹤0.01%
373
+73
2089
$35K ﹤0.01%
1,598
+3
2090
$35K ﹤0.01%
437
-3,898
2091
$35K ﹤0.01%
880
2092
$35K ﹤0.01%
+1,200
2093
$35K ﹤0.01%
582
-260
2094
$35K ﹤0.01%
6,650
2095
$34K ﹤0.01%
400
2096
$34K ﹤0.01%
970
-5,306
2097
$34K ﹤0.01%
+1,394
2098
$34K ﹤0.01%
+2,552
2099
$34K ﹤0.01%
873
-209
2100
$34K ﹤0.01%
2,527
+1,074
82 83
84
85 86