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
2351
$16K ﹤0.01%
1,199
2352
$16K ﹤0.01%
767
+734
2353
$16K ﹤0.01%
586
-209
2354
$16K ﹤0.01%
360
2355
$16K ﹤0.01%
242
+111
2356
$16K ﹤0.01%
183
-77
2357
$16K ﹤0.01%
883
+46
2358
$16K ﹤0.01%
414
-4
2359
$16K ﹤0.01%
598
-10,898
2360
$16K ﹤0.01%
362
-1,126
2361
$16K ﹤0.01%
1,270
2362
$16K ﹤0.01%
160
2363
$16K ﹤0.01%
546
-1,367
2364
$16K ﹤0.01%
201
+1
2365
$16K ﹤0.01%
563
+348
2366
$16K ﹤0.01%
273
+173
2367
$16K ﹤0.01%
594
-258
2368
$16K ﹤0.01%
759
2369
$15K ﹤0.01%
1,000
2370
$15K ﹤0.01%
233
+214
2371
$15K ﹤0.01%
+678
2372
$15K ﹤0.01%
7,845
2373
$15K ﹤0.01%
+1,639
2374
$15K ﹤0.01%
181
+174
2375
$15K ﹤0.01%
+577
93 94
95
96 97