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
2276
$21K ﹤0.01%
479
+2
2277
$21K ﹤0.01%
644
2278
$21K ﹤0.01%
628
+151
2279
$21K ﹤0.01%
131
+31
2280
$21K ﹤0.01%
800
2281
$21K ﹤0.01%
299
-158
2282
$21K ﹤0.01%
184
2283
$21K ﹤0.01%
132
2284
$21K ﹤0.01%
913
+231
2285
$21K ﹤0.01%
218
-41
2286
$21K ﹤0.01%
574
-21
2287
$21K ﹤0.01%
+300
2288
$20K ﹤0.01%
388
-27
2289
$20K ﹤0.01%
810
-977
2290
$20K ﹤0.01%
1,000
2291
$20K ﹤0.01%
353
-165
2292
$20K ﹤0.01%
+460
2293
$20K ﹤0.01%
731
2294
$20K ﹤0.01%
1,075
2295
$20K ﹤0.01%
+1,180
2296
$20K ﹤0.01%
1,086
+936
2297
$20K ﹤0.01%
663
+107
2298
$20K ﹤0.01%
187
-119
2299
$20K ﹤0.01%
298
2300
$20K ﹤0.01%
237
90 91
92
93 94