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
2076
$5K ﹤0.01%
200
2077
$5K ﹤0.01%
219
2078
$5K ﹤0.01%
198
2079
$5K ﹤0.01%
112
2080
$5K ﹤0.01%
255
2081
$5K ﹤0.01%
28
+16
2082
$5K ﹤0.01%
150
-39
2083
$5K ﹤0.01%
248
2084
$5K ﹤0.01%
7,500
2085
$5K ﹤0.01%
38
-14
2086
$5K ﹤0.01%
130
+62
2087
$5K ﹤0.01%
+350
2088
$5K ﹤0.01%
+37
2089
$5K ﹤0.01%
68
-31
2090
$5K ﹤0.01%
100
+45
2091
$5K ﹤0.01%
+147
2092
$5K ﹤0.01%
+110
2093
$5K ﹤0.01%
26
2094
$5K ﹤0.01%
751
+750
2095
$5K ﹤0.01%
214
2096
$5K ﹤0.01%
+116
2097
$5K ﹤0.01%
202
-127
2098
$5K ﹤0.01%
516
+72
2099
$5K ﹤0.01%
4,420
2100
$4K ﹤0.01%
100
-48
82 83
84
85 86