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
2651
$5K ﹤0.01%
+202
2652
$5K ﹤0.01%
225
2653
$5K ﹤0.01%
305
+87
2654
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+71
2655
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864
+100
2656
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+7
2657
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+172
2658
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+225
2659
$5K ﹤0.01%
702
-61
2660
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112
-60
2661
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29
-50
2662
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71
-191
2663
$5K ﹤0.01%
312
-41,983
2664
$5K ﹤0.01%
100
-120
2665
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190
-205
2666
$5K ﹤0.01%
408
2667
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350
2668
$5K ﹤0.01%
131
-39
2669
$5K ﹤0.01%
1,000
2670
$5K ﹤0.01%
109
-1,096
2671
$5K ﹤0.01%
716
+399
2672
$5K ﹤0.01%
52
2673
$5K ﹤0.01%
112
+45
2674
$5K ﹤0.01%
+194
2675
$5K ﹤0.01%
200
105 106
107
108 109