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
2151
$28K ﹤0.01%
1,653
2152
$28K ﹤0.01%
1,544
-1,791
2153
$28K ﹤0.01%
357
-118
2154
$28K ﹤0.01%
+340
2155
$28K ﹤0.01%
232
+47
2156
$28K ﹤0.01%
210
2157
$28K ﹤0.01%
+557
2158
$28K ﹤0.01%
1,000
2159
$28K ﹤0.01%
609
2160
$28K ﹤0.01%
791
-150
2161
$28K ﹤0.01%
+2,233
2162
$28K ﹤0.01%
4,130
2163
$27K ﹤0.01%
641
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2164
$27K ﹤0.01%
2,206
2165
$27K ﹤0.01%
268
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2166
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2167
$27K ﹤0.01%
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2168
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1,006
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2169
$27K ﹤0.01%
2,321
2170
$27K ﹤0.01%
701
2171
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644
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2172
$27K ﹤0.01%
550
2173
$27K ﹤0.01%
441
2174
$27K ﹤0.01%
2,533
2175
$27K ﹤0.01%
2,148
85 86
87
88 89