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
326
$8.78M 0.01%
128,022
+120,568
327
$8.75M 0.01%
85,391
-1,966
328
$8.74M 0.01%
30,662
-1,201
329
$8.72M 0.01%
153,864
+5,387
330
$8.7M 0.01%
566,730
+218,626
331
$8.61M 0.01%
91,618
+5,660
332
$8.59M 0.01%
106,437
+9,246
333
$8.47M 0.01%
211,803
+56,466
334
$8.4M 0.01%
150,615
-4,906
335
$8.37M 0.01%
17,407
-6,399
336
$8.34M 0.01%
301,100
+146,122
337
$8.3M 0.01%
139,060
338
$8.16M 0.01%
177,593
-31,951
339
$8.1M 0.01%
175,754
+21,890
340
$8.06M 0.01%
35,418
+6,619
341
$8.03M 0.01%
153,597
+127,568
342
$7.95M 0.01%
156,497
+133,171
343
$7.95M 0.01%
115,359
-24,267
344
$7.89M 0.01%
316,394
+226,402
345
$7.82M 0.01%
117,421
+2,163
346
$7.79M 0.01%
181,299
+19,737
347
$7.77M 0.01%
17,363
-1,029
348
$7.73M 0.01%
41,782
+1,667
349
$7.65M 0.01%
326,837
+324,296
350
$7.6M 0.01%
123,957
+122,471