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
2451
$11K ﹤0.01%
585
2452
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142
+109
2453
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595
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184
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500
-2,650
2457
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75
+40
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191
2460
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316
-192
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788
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10
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263
-300
2465
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2467
$10K ﹤0.01%
+442
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172
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2469
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1,909
-424
2470
$10K ﹤0.01%
75
2471
$10K ﹤0.01%
+482
2472
$10K ﹤0.01%
+124
2473
$10K ﹤0.01%
272
-48
2474
$10K ﹤0.01%
114
2475
$10K ﹤0.01%
196
97 98
99
100 101