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
2601
$6K ﹤0.01%
700
2602
$6K ﹤0.01%
947
-3,230
2603
$6K ﹤0.01%
80
2604
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58
2605
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43
-29
2606
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+75
2607
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81
-890
2608
$6K ﹤0.01%
+214
2609
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124
-32
2610
$6K ﹤0.01%
36
-164
2611
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200
-870
2612
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104
+4
2613
$6K ﹤0.01%
145
-2,244
2614
$6K ﹤0.01%
255
2615
$6K ﹤0.01%
1,008
+8
2616
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+233
2617
$6K ﹤0.01%
1,000
2618
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31
+12
2619
$6K ﹤0.01%
+1,286
2620
$6K ﹤0.01%
+85
2621
$6K ﹤0.01%
175
-95
2622
$6K ﹤0.01%
113
2623
$6K ﹤0.01%
95
+33
2624
$6K ﹤0.01%
3,019
2625
$6K ﹤0.01%
258
+55
103 104
105
106 107