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
2326
$18K ﹤0.01%
363
+143
2327
$18K ﹤0.01%
750
2328
$17K ﹤0.01%
1,160
-12
2329
$17K ﹤0.01%
+375
2330
$17K ﹤0.01%
378
+137
2331
$17K ﹤0.01%
1,240
2332
$17K ﹤0.01%
+607
2333
$17K ﹤0.01%
300
-2,170
2334
$17K ﹤0.01%
1,091
2335
$17K ﹤0.01%
226
2336
$17K ﹤0.01%
225
+213
2337
$17K ﹤0.01%
400
2338
$17K ﹤0.01%
+500
2339
$17K ﹤0.01%
246
-58
2340
$17K ﹤0.01%
1,446
+78
2341
$17K ﹤0.01%
219
+43
2342
$17K ﹤0.01%
716
+3
2343
$17K ﹤0.01%
500
-462
2344
$17K ﹤0.01%
5,915
2345
$17K ﹤0.01%
168
+70
2346
$17K ﹤0.01%
777
+383
2347
$17K ﹤0.01%
1,387
+1,140
2348
$17K ﹤0.01%
432
+131
2349
$16K ﹤0.01%
252
2350
$16K ﹤0.01%
+544
92 93
94
95 96