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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$164M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$98.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$91.5M

Top Sells

1
+$49.4M
2
+$35.2M
3
+$20.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.4M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$10K ﹤0.01%
90
+57
1927
$10K ﹤0.01%
250
1928
$10K ﹤0.01%
735
-11
1929
$10K ﹤0.01%
1,000
1930
$10K ﹤0.01%
100
1931
$10K ﹤0.01%
1,000
1932
$10K ﹤0.01%
218
-64
1933
$10K ﹤0.01%
338
+113
1934
$10K ﹤0.01%
181
+130
1935
$10K ﹤0.01%
315
+133
1936
$10K ﹤0.01%
74
+63
1937
$10K ﹤0.01%
1,528
1938
$10K ﹤0.01%
529
-15
1939
$10K ﹤0.01%
+866
1940
$10K ﹤0.01%
327
-45
1941
$10K ﹤0.01%
94
-9
1942
$10K ﹤0.01%
+2,000
1943
$10K ﹤0.01%
693
1944
$9K ﹤0.01%
207
1945
$9K ﹤0.01%
1,852
1946
$9K ﹤0.01%
196
+56
1947
$9K ﹤0.01%
295
+102
1948
$9K ﹤0.01%
1,427
-3,225
1949
$9K ﹤0.01%
208
-1,232
1950
$9K ﹤0.01%
860
76 77
78
79 80