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
2201
$26K ﹤0.01%
+810
2202
$26K ﹤0.01%
+3,619
2203
$25K ﹤0.01%
496
2204
$25K ﹤0.01%
400
-100
2205
$25K ﹤0.01%
210
+32
2206
$25K ﹤0.01%
600
+559
2207
$25K ﹤0.01%
1,073
-136
2208
$25K ﹤0.01%
849
+539
2209
$25K ﹤0.01%
308
2210
$25K ﹤0.01%
2,700
-2,017
2211
$25K ﹤0.01%
582
2212
$25K ﹤0.01%
5,536
+4,100
2213
$25K ﹤0.01%
699
+199
2214
$25K ﹤0.01%
1,675
2215
$25K ﹤0.01%
+679
2216
$25K ﹤0.01%
806
+102
2217
$25K ﹤0.01%
1,033
+18
2218
$25K ﹤0.01%
3,115
-967
2219
$25K ﹤0.01%
777
+616
2220
$24K ﹤0.01%
3,165
+83
2221
$24K ﹤0.01%
2,196
-2,629
2222
$24K ﹤0.01%
47
+4
2223
$24K ﹤0.01%
757
+91
2224
$24K ﹤0.01%
410
+28
2225
$24K ﹤0.01%
2,777
87 88
89
90 91