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
2101
$33K ﹤0.01%
376
+27
2102
$33K ﹤0.01%
508
-144
2103
$33K ﹤0.01%
969
+195
2104
$33K ﹤0.01%
775
-17
2105
$33K ﹤0.01%
1,275
-234
2106
$33K ﹤0.01%
2,537
-161
2107
$33K ﹤0.01%
815
+350
2108
$33K ﹤0.01%
402
+27
2109
$33K ﹤0.01%
822
-3,766
2110
$33K ﹤0.01%
400
-6
2111
$32K ﹤0.01%
875
+674
2112
$32K ﹤0.01%
435
+391
2113
$32K ﹤0.01%
533
-23
2114
$32K ﹤0.01%
554
-63
2115
$32K ﹤0.01%
3,456
+2,456
2116
$32K ﹤0.01%
2,500
2117
$32K ﹤0.01%
1,500
2118
$32K ﹤0.01%
388
+5
2119
$32K ﹤0.01%
379
2120
$32K ﹤0.01%
447
-2,604
2121
$32K ﹤0.01%
+824
2122
$32K ﹤0.01%
+3,492
2123
$32K ﹤0.01%
232
+132
2124
$31K ﹤0.01%
646
2125
$31K ﹤0.01%
493
-285
83 84
85
86 87