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
2376
$15K ﹤0.01%
833
-713
2377
$15K ﹤0.01%
484
+451
2378
$15K ﹤0.01%
1,025
-1,055
2379
$15K ﹤0.01%
+588
2380
$15K ﹤0.01%
113
-42
2381
$15K ﹤0.01%
+256
2382
$15K ﹤0.01%
260
+190
2383
$15K ﹤0.01%
1,315
2384
$14K ﹤0.01%
382
-1,433
2385
$14K ﹤0.01%
75
2386
$14K ﹤0.01%
389
-121
2387
$14K ﹤0.01%
252
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2388
$14K ﹤0.01%
+248
2389
$14K ﹤0.01%
393
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2390
$14K ﹤0.01%
237
+64
2391
$14K ﹤0.01%
410
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2392
$14K ﹤0.01%
311
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2393
$14K ﹤0.01%
263
2394
$14K ﹤0.01%
+531
2395
$14K ﹤0.01%
947
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2396
$14K ﹤0.01%
2,000
2397
$14K ﹤0.01%
492
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2398
$14K ﹤0.01%
1,011
-1,000
2399
$13K ﹤0.01%
82
+32
2400
$13K ﹤0.01%
+1,339
94 95
96
97 98