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
2476
$11.7K ﹤0.01%
209
+2
2477
$11.6K ﹤0.01%
539
+131
2478
$11.6K ﹤0.01%
153
-168
2479
$11.6K ﹤0.01%
109
2480
$11.6K ﹤0.01%
+226
2481
$11.5K ﹤0.01%
900
2482
$11.5K ﹤0.01%
5,915
2483
$11.5K ﹤0.01%
124
+114
2484
$11.4K ﹤0.01%
197
2485
$11.4K ﹤0.01%
978
-115
2486
$11.4K ﹤0.01%
773
-1,500
2487
$11.4K ﹤0.01%
2,980
-7,517
2488
$11.4K ﹤0.01%
800
-218
2489
$11.3K ﹤0.01%
+1,000
2490
$11.3K ﹤0.01%
110
+61
2491
$11.3K ﹤0.01%
10,000
2492
$11.2K ﹤0.01%
1,132
2493
$11.2K ﹤0.01%
188
2494
$11.2K ﹤0.01%
1,463
-1,589
2495
$11.2K ﹤0.01%
2,869
2496
$11.1K ﹤0.01%
449
2497
$11.1K ﹤0.01%
500
2498
$11K ﹤0.01%
231
-267
2499
$11K ﹤0.01%
621
-80
2500
$10.9K ﹤0.01%
183
-55
98 99
100
101 102