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
2726
$4K ﹤0.01%
+43
2727
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+150
2728
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+300
2729
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300
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2731
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2732
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2733
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2734
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550
+445
2735
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+303
2736
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+990
2737
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263
+56
2738
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2739
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+47
2740
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+50
2741
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138
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2742
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2743
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+51
2744
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35
2745
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80
-136
2746
$4K ﹤0.01%
200
+135
2747
$4K ﹤0.01%
490
-306
2748
$4K ﹤0.01%
81
-819
2749
$4K ﹤0.01%
256
-1,174
2750
$4K ﹤0.01%
26
108 109
110
111 112