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
2526
$10K ﹤0.01%
588
+119
2527
$9.91K ﹤0.01%
999
+38
2528
$9.87K ﹤0.01%
+159
2529
$9.85K ﹤0.01%
+53
2530
$9.85K ﹤0.01%
625
2531
$9.77K ﹤0.01%
166
+27
2532
$9.75K ﹤0.01%
117
2533
$9.74K ﹤0.01%
+227
2534
$9.73K ﹤0.01%
670
2535
$9.7K ﹤0.01%
656
2536
$9.7K ﹤0.01%
69
-2,467
2537
$9.7K ﹤0.01%
500
+171
2538
$9.6K ﹤0.01%
+218
2539
$9.58K ﹤0.01%
+340
2540
$9.58K ﹤0.01%
413
-162
2541
$9.57K ﹤0.01%
810
-4,447
2542
$9.55K ﹤0.01%
+457
2543
$9.54K ﹤0.01%
1,091
2544
$9.5K ﹤0.01%
+251
2545
$9.47K ﹤0.01%
1,375
-1
2546
$9.44K ﹤0.01%
320
2547
$9.42K ﹤0.01%
122
-165
2548
$9.41K ﹤0.01%
+2,054
2549
$9.39K ﹤0.01%
91
+25
2550
$9.23K ﹤0.01%
387
100 101
102
103 104