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
2151
$28K ﹤0.01%
+557
2152
$28K ﹤0.01%
1,653
2153
$28K ﹤0.01%
1,544
-1,791
2154
$28K ﹤0.01%
357
-118
2155
$28K ﹤0.01%
+340
2156
$28K ﹤0.01%
232
+47
2157
$28K ﹤0.01%
210
2158
$28K ﹤0.01%
1,000
2159
$28K ﹤0.01%
609
2160
$28K ﹤0.01%
791
-150
2161
$28K ﹤0.01%
+2,233
2162
$28K ﹤0.01%
4,130
2163
$27K ﹤0.01%
1,000
2164
$27K ﹤0.01%
3,252
2165
$27K ﹤0.01%
641
+550
2166
$27K ﹤0.01%
2,206
2167
$27K ﹤0.01%
268
-19
2168
$27K ﹤0.01%
662
-321
2169
$27K ﹤0.01%
268
2170
$27K ﹤0.01%
1,006
+6
2171
$27K ﹤0.01%
2,321
2172
$27K ﹤0.01%
701
2173
$27K ﹤0.01%
644
+75
2174
$27K ﹤0.01%
550
2175
$27K ﹤0.01%
441
85 86
87
88 89