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
2301
$20K ﹤0.01%
692
+62
2302
$20K ﹤0.01%
475
2303
$19K ﹤0.01%
1,303
+50
2304
$19K ﹤0.01%
1,073
2305
$19K ﹤0.01%
475
2306
$19K ﹤0.01%
3,128
2307
$19K ﹤0.01%
800
2308
$19K ﹤0.01%
2,487
+722
2309
$19K ﹤0.01%
909
+888
2310
$19K ﹤0.01%
87
+46
2311
$19K ﹤0.01%
200
2312
$19K ﹤0.01%
105
+30
2313
$19K ﹤0.01%
+366
2314
$19K ﹤0.01%
1,896
+37
2315
$19K ﹤0.01%
748
+9
2316
$18K ﹤0.01%
660
-3
2317
$18K ﹤0.01%
2,035
+279
2318
$18K ﹤0.01%
+398
2319
$18K ﹤0.01%
363
+143
2320
$18K ﹤0.01%
313
+2
2321
$18K ﹤0.01%
375
-177
2322
$18K ﹤0.01%
+391
2323
$18K ﹤0.01%
416
2324
$18K ﹤0.01%
737
+21
2325
$18K ﹤0.01%
535
91 92
93
94 95