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
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$806M
3
+$381M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$201M

Top Sells

1
+$1.23B
2
+$202M
3
+$94.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$68.7M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55.6M

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
2526
$8K ﹤0.01%
+300
2527
$8K ﹤0.01%
908
+367
2528
$8K ﹤0.01%
97
-10
2529
$8K ﹤0.01%
+75
2530
$8K ﹤0.01%
+100
2531
$8K ﹤0.01%
205
2532
$8K ﹤0.01%
+138
2533
$8K ﹤0.01%
+377
2534
$8K ﹤0.01%
110
-1,318
2535
$8K ﹤0.01%
+424
2536
$8K ﹤0.01%
225
2537
$8K ﹤0.01%
125
+49
2538
$8K ﹤0.01%
110
2539
$8K ﹤0.01%
182
2540
$8K ﹤0.01%
161
2541
$8K ﹤0.01%
68
+34
2542
$8K ﹤0.01%
1,238
-47
2543
$8K ﹤0.01%
+351
2544
$8K ﹤0.01%
88
-120
2545
$8K ﹤0.01%
577
-3,226
2546
$8K ﹤0.01%
647
-6,176
2547
$8K ﹤0.01%
255
2548
$8K ﹤0.01%
+243
2549
$8K ﹤0.01%
+998
2550
$8K ﹤0.01%
108
-11
100 101
102
103 104