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
2551
$9.22K ﹤0.01%
+49
2552
$9.11K ﹤0.01%
248
-388
2553
$9.1K ﹤0.01%
+144
2554
$9.08K ﹤0.01%
230
2555
$9.04K ﹤0.01%
104
-18
2556
$9.03K ﹤0.01%
135
2557
$9.03K ﹤0.01%
+246
2558
$8.98K ﹤0.01%
231
2559
$8.95K ﹤0.01%
335
2560
$8.93K ﹤0.01%
+263
2561
$8.85K ﹤0.01%
647
2562
$8.8K ﹤0.01%
145
2563
$8.75K ﹤0.01%
2,255
+555
2564
$8.74K ﹤0.01%
196
2565
$8.66K ﹤0.01%
220
2566
$8.63K ﹤0.01%
47
-29
2567
$8.62K ﹤0.01%
+600
2568
$8.62K ﹤0.01%
165
+67
2569
$8.55K ﹤0.01%
860
2570
$8.53K ﹤0.01%
+808
2571
$8.47K ﹤0.01%
715
2572
$8.42K ﹤0.01%
520
2573
$8.4K ﹤0.01%
526
2574
$8.38K ﹤0.01%
410
2575
$8.37K ﹤0.01%
114
-122
101 102
103
104 105