Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$164M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$98.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$91.5M

Top Sells

1
+$49.4M
2
+$35.2M
3
+$20.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.4M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$0 ﹤0.01%
38
2502
$0 ﹤0.01%
7
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2503
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2504
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2505
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-5
2506
$0 ﹤0.01%
7
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2507
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2508
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-10
2509
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2510
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2511
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2512
$0 ﹤0.01%
400
2513
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2514
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-500
2515
$0 ﹤0.01%
8
2516
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2517
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2518
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2519
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2520
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2521
$0 ﹤0.01%
+1
2522
– –
-13,500
2523
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2524
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2525
– –
-3,000
99 100
101
102 103