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
2051
$6K ﹤0.01%
+240
2052
$5K ﹤0.01%
600
2053
$5K ﹤0.01%
+216
2054
$5K ﹤0.01%
350
2055
$5K ﹤0.01%
123
2056
$5K ﹤0.01%
42
2057
$5K ﹤0.01%
400
-20,232
2058
$5K ﹤0.01%
114
+43
2059
$5K ﹤0.01%
275
-658
2060
$5K ﹤0.01%
90
2061
$5K ﹤0.01%
3,240
2062
$5K ﹤0.01%
+208
2063
$5K ﹤0.01%
92
2064
$5K ﹤0.01%
1,000
2065
$5K ﹤0.01%
200
2066
$5K ﹤0.01%
+250
2067
$5K ﹤0.01%
+5,250
2068
$5K ﹤0.01%
196
-212
2069
$5K ﹤0.01%
31
+6
2070
$5K ﹤0.01%
190
2071
$5K ﹤0.01%
109
2072
$5K ﹤0.01%
49
+27
2073
$5K ﹤0.01%
+160
2074
$5K ﹤0.01%
+132
2075
$5K ﹤0.01%
32
81 82
83
84 85