Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158B
AUM Growth
+$8.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,315
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$291M
3
+$278M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$230M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$188M

Top Sells

1
+$94.4M
2
+$74.6M
3
+$62.5M
4
UBER icon
Uber
UBER
+$56.9M
5
FISV
Fiserv Inc
FISV
+$53.1M

Sector Composition

1 Technology 3.39%
2 Financials 1.32%
3 Communication Services 1.17%
4 Consumer Discretionary 1.04%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANGI icon
3326
Angi Inc
ANGI
$212M
$3.31K ﹤0.01%
256
ABM icon
3327
ABM Industries
ABM
$2.39B
$3.3K ﹤0.01%
78
-166
FORM icon
3328
FormFactor
FORM
$11.3B
$3.29K ﹤0.01%
+59
HRTG icon
3329
Heritage Insurance Holdings
HRTG
$851M
$3.28K ﹤0.01%
112
ZTR
3330
Virtus Total Return Fund
ZTR
$340M
$3.27K ﹤0.01%
+519
BUZZ icon
3331
VanEck Social Sentiment ETF
BUZZ
$107M
$3.25K ﹤0.01%
+100
IGEB icon
3332
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
$3.24K ﹤0.01%
+71
EVLV icon
3333
Evolv Technologies
EVLV
$1.28B
$3.24K ﹤0.01%
+452
WMG icon
3334
Warner Music
WMG
$16.2B
$3.22K ﹤0.01%
105
-115
SENEA icon
3335
Seneca Foods Class A
SENEA
$949M
$3.21K ﹤0.01%
+29
BURU icon
3336
Nuburu Inc
BURU
$41.6M
$3.18K ﹤0.01%
+4,008
LNN icon
3337
Lindsay Corp
LNN
$1.17B
$3.18K ﹤0.01%
+27
FLBL icon
3338
Franklin Senior Loan ETF
FLBL
$820M
$3.14K ﹤0.01%
+134
CCCX
3339
DELISTED
Churchill Capital Corp X
CCCX
$3.12K ﹤0.01%
+200
NUVL icon
3340
Nuvalent
NUVL
$8.09B
$3.12K ﹤0.01%
+31
UTZ icon
3341
Utz Brands
UTZ
$683M
$3.11K ﹤0.01%
300
+199
DSM
3342
BNY Mellon Strategic Municipal Bond Fund
DSM
$305M
$3.08K ﹤0.01%
+500
MHO icon
3343
M/I Homes
MHO
$3.33B
$3.07K ﹤0.01%
24
OMFS icon
3344
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$279M
$3.07K ﹤0.01%
+69
TLS icon
3345
Telos
TLS
$341M
$3.06K ﹤0.01%
+601
GSAT icon
3346
Globalstar
GSAT
$10.5B
$3.05K ﹤0.01%
50
+13
BYND icon
3347
Beyond Meat
BYND
$414M
$3.04K ﹤0.01%
3,710
-80
MGF
3348
MFS Government Markets Income Trust
MGF
$94.5M
$3.02K ﹤0.01%
+1,000
INSW icon
3349
International Seaways
INSW
$4.46B
$3.01K ﹤0.01%
62
-1
NMCO icon
3350
Nuveen Municipal Credit Opportunities Fund
NMCO
$599M
$3.01K ﹤0.01%
+294
132 133
134
135 136