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
2451
$11K ﹤0.01%
234
-89
2452
$11K ﹤0.01%
973
2453
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585
2454
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142
+109
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595
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+246
2457
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184
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500
-2,650
2459
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+430
2460
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75
+40
2461
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191
2462
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316
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+569
2464
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788
2465
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10
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263
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2467
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114
2468
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196
2469
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+442
2470
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172
-292
2471
$10K ﹤0.01%
1,909
-424
2472
$10K ﹤0.01%
75
2473
$10K ﹤0.01%
+482
2474
$10K ﹤0.01%
+124
2475
$10K ﹤0.01%
272
-48
97 98
99
100 101