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
2276
$21K ﹤0.01%
6,000
2277
$21K ﹤0.01%
1,500
2278
$21K ﹤0.01%
759
-1,427
2279
$21K ﹤0.01%
1,623
2280
$21K ﹤0.01%
479
+2
2281
$21K ﹤0.01%
644
2282
$21K ﹤0.01%
628
+151
2283
$21K ﹤0.01%
131
+31
2284
$21K ﹤0.01%
800
2285
$21K ﹤0.01%
218
-41
2286
$21K ﹤0.01%
574
-21
2287
$21K ﹤0.01%
+300
2288
$20K ﹤0.01%
388
-27
2289
$20K ﹤0.01%
810
-977
2290
$20K ﹤0.01%
1,000
2291
$20K ﹤0.01%
353
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2292
$20K ﹤0.01%
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2293
$20K ﹤0.01%
731
2294
$20K ﹤0.01%
1,075
2295
$20K ﹤0.01%
+1,180
2296
$20K ﹤0.01%
1,086
+936
2297
$20K ﹤0.01%
663
+107
2298
$20K ﹤0.01%
187
-119
2299
$20K ﹤0.01%
298
2300
$20K ﹤0.01%
237
90 91
92
93 94