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
2301
$20K ﹤0.01%
692
+62
2302
$20K ﹤0.01%
475
2303
$19K ﹤0.01%
200
2304
$19K ﹤0.01%
105
+30
2305
$19K ﹤0.01%
1,303
+50
2306
$19K ﹤0.01%
1,073
2307
$19K ﹤0.01%
475
2308
$19K ﹤0.01%
3,128
2309
$19K ﹤0.01%
800
2310
$19K ﹤0.01%
2,487
+722
2311
$19K ﹤0.01%
909
+888
2312
$19K ﹤0.01%
87
+46
2313
$19K ﹤0.01%
+366
2314
$19K ﹤0.01%
1,896
+37
2315
$19K ﹤0.01%
748
+9
2316
$18K ﹤0.01%
416
2317
$18K ﹤0.01%
313
+2
2318
$18K ﹤0.01%
375
-177
2319
$18K ﹤0.01%
+391
2320
$18K ﹤0.01%
737
+21
2321
$18K ﹤0.01%
535
2322
$18K ﹤0.01%
453
+400
2323
$18K ﹤0.01%
660
-3
2324
$18K ﹤0.01%
2,035
+279
2325
$18K ﹤0.01%
+398
91 92
93
94 95