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
2701
$5.18K ﹤0.01%
88
2702
$5.16K ﹤0.01%
15
+14
2703
$5.16K ﹤0.01%
222
2704
$5.16K ﹤0.01%
736
+103
2705
$5.15K ﹤0.01%
142
2706
$5.15K ﹤0.01%
36
2707
$5.14K ﹤0.01%
26
-73
2708
$5.14K ﹤0.01%
996
2709
$5.07K ﹤0.01%
39
-25
2710
$5.06K ﹤0.01%
+1,050
2711
$5.02K ﹤0.01%
624
2712
$5.02K ﹤0.01%
389
2713
$5K ﹤0.01%
143
+28
2714
$4.98K ﹤0.01%
+74
2715
$4.97K ﹤0.01%
515
+6
2716
$4.97K ﹤0.01%
1,000
2717
$4.96K ﹤0.01%
1,241
+450
2718
$4.95K ﹤0.01%
148
2719
$4.94K ﹤0.01%
+67
2720
$4.94K ﹤0.01%
294
+5
2721
$4.94K ﹤0.01%
+224
2722
$4.93K ﹤0.01%
664
-918
2723
$4.9K ﹤0.01%
+184
2724
$4.87K ﹤0.01%
25
-200
2725
$4.81K ﹤0.01%
+82
107 108
109
110 111