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
2676
$5.58K ﹤0.01%
497
+4
2677
$5.56K ﹤0.01%
1,367
-100
2678
$5.54K ﹤0.01%
+258
2679
$5.5K ﹤0.01%
56
-133
2680
$5.5K ﹤0.01%
+220
2681
$5.5K ﹤0.01%
140
2682
$5.47K ﹤0.01%
640
2683
$5.45K ﹤0.01%
165
-47
2684
$5.43K ﹤0.01%
650
-33
2685
$5.43K ﹤0.01%
144
2686
$5.42K ﹤0.01%
206
2687
$5.39K ﹤0.01%
300
+295
2688
$5.38K ﹤0.01%
125
2689
$5.38K ﹤0.01%
117
2690
$5.38K ﹤0.01%
+152
2691
$5.34K ﹤0.01%
+86
2692
$5.32K ﹤0.01%
205
2693
$5.31K ﹤0.01%
244
+217
2694
$5.3K ﹤0.01%
+169
2695
$5.29K ﹤0.01%
+183
2696
$5.27K ﹤0.01%
+50
2697
$5.22K ﹤0.01%
95
2698
$5.22K ﹤0.01%
296
2699
$5.2K ﹤0.01%
248
2700
$5.18K ﹤0.01%
500
106 107
108
109 110