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
2801
$3K ﹤0.01%
450
2802
$3K ﹤0.01%
+100
2803
$3K ﹤0.01%
20
2804
$3K ﹤0.01%
4
-7
2805
$3K ﹤0.01%
200
-1,213
2806
$3K ﹤0.01%
94
-23,757
2807
$3K ﹤0.01%
40
2808
$2K ﹤0.01%
+113
2809
$2K ﹤0.01%
46
2810
$2K ﹤0.01%
120
+100
2811
$2K ﹤0.01%
22
-28
2812
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84
2813
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+44
2814
$2K ﹤0.01%
+27
2815
$2K ﹤0.01%
+400
2816
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1
2817
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+80
2818
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500
2819
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+6
2820
$2K ﹤0.01%
409
-75
2821
$2K ﹤0.01%
76
2822
$2K ﹤0.01%
100
2823
$2K ﹤0.01%
+59
2824
$2K ﹤0.01%
115
-104
2825
$2K ﹤0.01%
+50
111 112
113
114 115