Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.4B
AUM Growth
+$5.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$512M
3
+$215M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$137M

Top Sells

1
+$421M
2
+$93.5M
3
+$40.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$25.6M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$23.1M

Sector Composition

1 Technology 3.08%
2 Financials 1.33%
3 Consumer Discretionary 1.24%
4 Healthcare 1.2%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.1M 0.04%
230,502
+3,131
227
$29M 0.04%
435,354
-17,283
228
$28.9M 0.04%
655,748
+150,814
229
$28.8M 0.04%
118,495
-389
230
$28.7M 0.04%
805,146
+47,740
231
$28.7M 0.04%
89,035
+762
232
$28.7M 0.04%
321,253
-158,729
233
$28.4M 0.04%
403,675
+81,385
234
$28.2M 0.04%
460,439
+591
235
$28.2M 0.04%
527,891
+58,144
236
$28.1M 0.04%
239,451
+46,573
237
$28.1M 0.04%
208,394
-8,927
238
$27.9M 0.04%
399,019
-46,546
239
$27.7M 0.04%
199,292
+41,945
240
$27.6M 0.04%
191,546
-4,547
241
$27.2M 0.04%
88,296
+103
242
$27.2M 0.04%
157,090
+66
243
$27.1M 0.04%
632,700
+11,750
244
$27M 0.03%
297,585
-254,608
245
$27M 0.03%
304,785
+10,067
246
$26.5M 0.03%
810,483
+68,164
247
$26.5M 0.03%
511,668
-2,014
248
$25.8M 0.03%
513,697
+513,081
249
$25.7M 0.03%
275,631
+2,581
250
$25.7M 0.03%
249,431
+65,193
8 9
10
11 12