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
2551
$8K ﹤0.01%
220
2552
$8K ﹤0.01%
+215
2553
$8K ﹤0.01%
679
+390
2554
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373
-67
2555
$8K ﹤0.01%
+203
2556
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212
-53
2557
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250
2558
$7K ﹤0.01%
951
2559
$7K ﹤0.01%
201
+45
2560
$7K ﹤0.01%
+145
2561
$7K ﹤0.01%
182
-2,083
2562
$7K ﹤0.01%
1,009
2563
$7K ﹤0.01%
+301
2564
$7K ﹤0.01%
+335
2565
$7K ﹤0.01%
400
2566
$7K ﹤0.01%
103
2567
$7K ﹤0.01%
+380
2568
$7K ﹤0.01%
1,780
+760
2569
$7K ﹤0.01%
+74
2570
$7K ﹤0.01%
484
+100
2571
$7K ﹤0.01%
563
-637
2572
$7K ﹤0.01%
42
2573
$7K ﹤0.01%
1,867
+1,347
2574
$7K ﹤0.01%
+63
2575
$7K ﹤0.01%
332
-4
101 102
103
104 105