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
2501
$10.9K ﹤0.01%
207
2502
$10.9K ﹤0.01%
1,000
2503
$10.9K ﹤0.01%
350
2504
$10.8K ﹤0.01%
1,065
2505
$10.8K ﹤0.01%
+220
2506
$10.7K ﹤0.01%
5,867
2507
$10.7K ﹤0.01%
1,000
2508
$10.7K ﹤0.01%
483
-1,082
2509
$10.7K ﹤0.01%
219
-6
2510
$10.6K ﹤0.01%
2,780
2511
$10.6K ﹤0.01%
156
2512
$10.6K ﹤0.01%
404
-396
2513
$10.6K ﹤0.01%
75
2514
$10.6K ﹤0.01%
135
+59
2515
$10.5K ﹤0.01%
393
-50
2516
$10.5K ﹤0.01%
294
2517
$10.5K ﹤0.01%
645
-65
2518
$10.4K ﹤0.01%
795
+560
2519
$10.3K ﹤0.01%
255
-2,477
2520
$10.3K ﹤0.01%
+144
2521
$10.2K ﹤0.01%
550
2522
$10.1K ﹤0.01%
901
2523
$10.1K ﹤0.01%
596
-5
2524
$10.1K ﹤0.01%
211
+157
2525
$10K ﹤0.01%
+321
99 100
101
102 103