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
2126
$31K ﹤0.01%
1,475
-241
2127
$31K ﹤0.01%
659
-449
2128
$31K ﹤0.01%
1,480
-10
2129
$31K ﹤0.01%
1,250
2130
$31K ﹤0.01%
1,411
2131
$30K ﹤0.01%
1,959
+1,181
2132
$30K ﹤0.01%
135
2133
$30K ﹤0.01%
560
+263
2134
$30K ﹤0.01%
+301
2135
$30K ﹤0.01%
1,308
+41
2136
$30K ﹤0.01%
439
+242
2137
$30K ﹤0.01%
24
+2
2138
$30K ﹤0.01%
575
+108
2139
$29K ﹤0.01%
2,585
-2,900
2140
$29K ﹤0.01%
661
2141
$29K ﹤0.01%
+218
2142
$29K ﹤0.01%
706
2143
$29K ﹤0.01%
6,585
+6,537
2144
$29K ﹤0.01%
4,155
+1,049
2145
$29K ﹤0.01%
435
2146
$29K ﹤0.01%
625
-625
2147
$29K ﹤0.01%
2,000
2148
$29K ﹤0.01%
1,491
-331
2149
$29K ﹤0.01%
540
-470
2150
$29K ﹤0.01%
581
+329
84 85
86
87 88