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
2601
$7.38K ﹤0.01%
+192
2602
$7.37K ﹤0.01%
85
-41
2603
$7.35K ﹤0.01%
195
-252
2604
$7.34K ﹤0.01%
+460
2605
$7.29K ﹤0.01%
150
2606
$7.25K ﹤0.01%
+150
2607
$7.24K ﹤0.01%
154
+11
2608
$7.23K ﹤0.01%
2,628
2609
$7.17K ﹤0.01%
1,917
-639
2610
$7.14K ﹤0.01%
159
2611
$7.13K ﹤0.01%
105
2612
$7.12K ﹤0.01%
174
+107
2613
$7.11K ﹤0.01%
+83
2614
$7.08K ﹤0.01%
91
+78
2615
$7.07K ﹤0.01%
220
2616
$7.07K ﹤0.01%
563
2617
$7.05K ﹤0.01%
234
+50
2618
$7.04K ﹤0.01%
+632
2619
$7.04K ﹤0.01%
392
2620
$7.03K ﹤0.01%
108
-1
2621
$7.02K ﹤0.01%
+541
2622
$7K ﹤0.01%
500
2623
$6.96K ﹤0.01%
237
+55
2624
$6.94K ﹤0.01%
+374
2625
$6.84K ﹤0.01%
180
+71
103 104
105
106 107