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
2826
$2K ﹤0.01%
123
2827
$2K ﹤0.01%
100
-4,932
2828
$2K ﹤0.01%
+51
2829
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23
2830
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94
+34
2831
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37
-122
2832
$2K ﹤0.01%
+250
2833
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91
-140
2834
$2K ﹤0.01%
32
2835
$2K ﹤0.01%
25
+6
2836
$2K ﹤0.01%
230
+18
2837
$2K ﹤0.01%
+44
2838
$2K ﹤0.01%
202
-1,059
2839
$2K ﹤0.01%
7
-2
2840
$2K ﹤0.01%
4,808
2841
$2K ﹤0.01%
32
2842
$2K ﹤0.01%
140
2843
$2K ﹤0.01%
+300
2844
$2K ﹤0.01%
144
+67
2845
$2K ﹤0.01%
96
-254
2846
$2K ﹤0.01%
13
2847
$2K ﹤0.01%
200
-300
2848
$2K ﹤0.01%
190
2849
$2K ﹤0.01%
173
-356
2850
$2K ﹤0.01%
7,500
112 113
114
115 116