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
1576
$138K ﹤0.01%
26,491
+19,270
1577
$138K ﹤0.01%
3,073
-551
1578
$137K ﹤0.01%
4,070
+148
1579
$135K ﹤0.01%
+2,230
1580
$135K ﹤0.01%
1,883
-550
1581
$135K ﹤0.01%
1,292
+192
1582
$135K ﹤0.01%
11,499
-5,027
1583
$135K ﹤0.01%
11,734
+40
1584
$135K ﹤0.01%
6,501
+4,240
1585
$134K ﹤0.01%
925
+15
1586
$134K ﹤0.01%
1,562
+280
1587
$134K ﹤0.01%
11,048
+23
1588
$134K ﹤0.01%
2,979
-690
1589
$134K ﹤0.01%
2,759
+56
1590
$133K ﹤0.01%
1,904
+17
1591
$133K ﹤0.01%
1,155
+54
1592
$133K ﹤0.01%
2,133
-5,285
1593
$133K ﹤0.01%
1,763
-999
1594
$133K ﹤0.01%
5,082
+1,113
1595
$132K ﹤0.01%
562
+213
1596
$132K ﹤0.01%
13,868
1597
$131K ﹤0.01%
3,720
-10
1598
$130K ﹤0.01%
2,040
1599
$129K ﹤0.01%
1,285
+232
1600
$129K ﹤0.01%
8,617
+256