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
2426
$12K ﹤0.01%
92
+4
2427
$12K ﹤0.01%
500
2428
$12K ﹤0.01%
+230
2429
$12K ﹤0.01%
187
+112
2430
$12K ﹤0.01%
693
2431
$12K ﹤0.01%
+350
2432
$12K ﹤0.01%
406
-648
2433
$12K ﹤0.01%
50
+25
2434
$12K ﹤0.01%
677
2435
$12K ﹤0.01%
773
-900
2436
$12K ﹤0.01%
+483
2437
$12K ﹤0.01%
+148
2438
$12K ﹤0.01%
131
+3
2439
$12K ﹤0.01%
403
2440
$12K ﹤0.01%
960
2441
$12K ﹤0.01%
2,766
-14,202
2442
$12K ﹤0.01%
114
-22
2443
$12K ﹤0.01%
777
2444
$12K ﹤0.01%
2,600
-53
2445
$12K ﹤0.01%
112
-2,329
2446
$11K ﹤0.01%
160
-1,775
2447
$11K ﹤0.01%
216
+137
2448
$11K ﹤0.01%
183
-310
2449
$11K ﹤0.01%
234
-89
2450
$11K ﹤0.01%
973
96 97
98
99 100