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
2226
$24K ﹤0.01%
1,090
2227
$24K ﹤0.01%
500
-173
2228
$24K ﹤0.01%
1,040
+278
2229
$24K ﹤0.01%
99
-1,312
2230
$24K ﹤0.01%
1,092
+801
2231
$24K ﹤0.01%
5,929
2232
$24K ﹤0.01%
1,600
2233
$24K ﹤0.01%
+458
2234
$24K ﹤0.01%
+632
2235
$24K ﹤0.01%
3,725
2236
$23K ﹤0.01%
250
+77
2237
$23K ﹤0.01%
+530
2238
$23K ﹤0.01%
+643
2239
$23K ﹤0.01%
400
-34
2240
$23K ﹤0.01%
+350
2241
$23K ﹤0.01%
532
-1,038
2242
$23K ﹤0.01%
169
-11,426
2243
$23K ﹤0.01%
1,162
2244
$23K ﹤0.01%
1,931
-1,483
2245
$23K ﹤0.01%
120
-20
2246
$23K ﹤0.01%
9,299
2247
$23K ﹤0.01%
292
+22
2248
$23K ﹤0.01%
672
-818
2249
$23K ﹤0.01%
1,069
-276
2250
$22K ﹤0.01%
583
-973
88 89
90
91 92