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
2651
$6.28K ﹤0.01%
83
-68
2652
$6.26K ﹤0.01%
1,609
-6,830
2653
$6.21K ﹤0.01%
42
-5
2654
$6.2K ﹤0.01%
219
-2
2655
$6.19K ﹤0.01%
73
2656
$6.18K ﹤0.01%
232
2657
$6.13K ﹤0.01%
655
2658
$6.05K ﹤0.01%
73
-46
2659
$6.04K ﹤0.01%
66
+46
2660
$5.98K ﹤0.01%
+265
2661
$5.94K ﹤0.01%
400
2662
$5.92K ﹤0.01%
30
2663
$5.9K ﹤0.01%
241
-39
2664
$5.9K ﹤0.01%
964
-1,959
2665
$5.87K ﹤0.01%
370
+170
2666
$5.87K ﹤0.01%
+245
2667
$5.84K ﹤0.01%
+199
2668
$5.82K ﹤0.01%
289
-261
2669
$5.78K ﹤0.01%
213
2670
$5.74K ﹤0.01%
740
2671
$5.71K ﹤0.01%
710
2672
$5.69K ﹤0.01%
80
-11
2673
$5.68K ﹤0.01%
+200
2674
$5.64K ﹤0.01%
193
-122
2675
$5.64K ﹤0.01%
1,575
105 106
107
108 109