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
2401
$13K ﹤0.01%
115
+58
2402
$13K ﹤0.01%
272
-163
2403
$13K ﹤0.01%
750
+700
2404
$13K ﹤0.01%
423
-18
2405
$13K ﹤0.01%
+323
2406
$13K ﹤0.01%
313
-356
2407
$13K ﹤0.01%
171
-113
2408
$13K ﹤0.01%
+171
2409
$13K ﹤0.01%
+277
2410
$13K ﹤0.01%
1,132
-2,390
2411
$13K ﹤0.01%
382
+302
2412
$13K ﹤0.01%
926
-520
2413
$13K ﹤0.01%
420
2414
$13K ﹤0.01%
404
+14
2415
$13K ﹤0.01%
2,800
2416
$13K ﹤0.01%
400
2417
$13K ﹤0.01%
500
2418
$13K ﹤0.01%
1,860
-447
2419
$13K ﹤0.01%
696
2420
$12K ﹤0.01%
1,000
2421
$12K ﹤0.01%
163
-1,300
2422
$12K ﹤0.01%
503
+3
2423
$12K ﹤0.01%
469
-250
2424
$12K ﹤0.01%
+851
2425
$12K ﹤0.01%
330
-88
95 96
97
98 99