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
2626
$6.81K ﹤0.01%
184
2627
$6.81K ﹤0.01%
237
2628
$6.74K ﹤0.01%
+907
2629
$6.71K ﹤0.01%
135
+96
2630
$6.71K ﹤0.01%
1,287
+1,162
2631
$6.67K ﹤0.01%
480
-365
2632
$6.63K ﹤0.01%
225
2633
$6.63K ﹤0.01%
208
-1
2634
$6.63K ﹤0.01%
+584
2635
$6.61K ﹤0.01%
1,000
2636
$6.58K ﹤0.01%
+427
2637
$6.56K ﹤0.01%
+63
2638
$6.55K ﹤0.01%
230
2639
$6.5K ﹤0.01%
646
+18
2640
$6.5K ﹤0.01%
336
2641
$6.48K ﹤0.01%
229
-5
2642
$6.42K ﹤0.01%
2,000
2643
$6.42K ﹤0.01%
+5
2644
$6.41K ﹤0.01%
1,001
2645
$6.36K ﹤0.01%
200
2646
$6.33K ﹤0.01%
845
-37
2647
$6.32K ﹤0.01%
677
2648
$6.32K ﹤0.01%
503
2649
$6.3K ﹤0.01%
200
-1
2650
$6.29K ﹤0.01%
160
+46
104 105
106
107 108