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
2576
$8.25K ﹤0.01%
3
2577
$8.25K ﹤0.01%
333
+10
2578
$8.17K ﹤0.01%
788
2579
$8.15K ﹤0.01%
319
+145
2580
$8.14K ﹤0.01%
1,009
2581
$8.11K ﹤0.01%
1,308
+1,266
2582
$8.09K ﹤0.01%
+282
2583
$8.09K ﹤0.01%
243
-648
2584
$8.01K ﹤0.01%
251
-80
2585
$7.99K ﹤0.01%
1,024
-1,333
2586
$7.98K ﹤0.01%
825
2587
$7.89K ﹤0.01%
400
2588
$7.84K ﹤0.01%
170
2589
$7.79K ﹤0.01%
128
2590
$7.71K ﹤0.01%
+550
2591
$7.65K ﹤0.01%
957
-5,764
2592
$7.6K ﹤0.01%
980
-861
2593
$7.53K ﹤0.01%
178
+61
2594
$7.52K ﹤0.01%
+4,448
2595
$7.5K ﹤0.01%
+210
2596
$7.49K ﹤0.01%
+135
2597
$7.46K ﹤0.01%
+619
2598
$7.46K ﹤0.01%
132
+57
2599
$7.43K ﹤0.01%
+1,268
2600
$7.39K ﹤0.01%
+937
102 103
104
105 106