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
2176
$27K ﹤0.01%
2,533
2177
$27K ﹤0.01%
2,148
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$27K ﹤0.01%
852
-80
2179
$27K ﹤0.01%
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-454
2180
$27K ﹤0.01%
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+488
2181
$27K ﹤0.01%
293
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2182
$27K ﹤0.01%
244
2183
$26K ﹤0.01%
381
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2184
$26K ﹤0.01%
525
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2185
$26K ﹤0.01%
519
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2186
$26K ﹤0.01%
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$26K ﹤0.01%
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2188
$26K ﹤0.01%
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-19
2189
$26K ﹤0.01%
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2190
$26K ﹤0.01%
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$26K ﹤0.01%
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2195
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$26K ﹤0.01%
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$26K ﹤0.01%
208
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500
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2199
$26K ﹤0.01%
500
-2,105
2200
$26K ﹤0.01%
2,697
86 87
88
89 90