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
2051
$39K ﹤0.01%
2,535
+327
2052
$39K ﹤0.01%
1,500
-1,100
2053
$39K ﹤0.01%
3,391
-96
2054
$39K ﹤0.01%
2,730
+1,871
2055
$39K ﹤0.01%
2,852
+319
2056
$39K ﹤0.01%
9,000
-1,000
2057
$39K ﹤0.01%
389
-37
2058
$38K ﹤0.01%
469
-306
2059
$38K ﹤0.01%
950
+650
2060
$38K ﹤0.01%
692
2061
$38K ﹤0.01%
853
-417
2062
$38K ﹤0.01%
796
+96
2063
$38K ﹤0.01%
846
2064
$38K ﹤0.01%
765
+69
2065
$38K ﹤0.01%
856
-20,000
2066
$38K ﹤0.01%
1,510
-157
2067
$38K ﹤0.01%
2,865
-237
2068
$37K ﹤0.01%
566
-226
2069
$37K ﹤0.01%
1,100
2070
$37K ﹤0.01%
143
+1
2071
$37K ﹤0.01%
1,870
-2,579
2072
$37K ﹤0.01%
499
-2,235
2073
$37K ﹤0.01%
115
-4
2074
$37K ﹤0.01%
973
-112
2075
$37K ﹤0.01%
731
81 82
83
84 85