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
2576
$7K ﹤0.01%
190
-786
2577
$7K ﹤0.01%
93
2578
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58
-15
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+27
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287
-89
2582
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2583
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80
+67
2584
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75
-31
2585
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96
+86
2586
$7K ﹤0.01%
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2587
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110
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$7K ﹤0.01%
+700
2589
$7K ﹤0.01%
80
2590
$7K ﹤0.01%
1,000
2591
$6K ﹤0.01%
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2592
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49
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2593
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2594
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+89
2595
$6K ﹤0.01%
+165
2596
$6K ﹤0.01%
150
2597
$6K ﹤0.01%
491
+5
2598
$6K ﹤0.01%
+211
2599
$6K ﹤0.01%
+484
2600
$6K ﹤0.01%
+167
102 103
104
105 106