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
251
$25.7M 0.03%
661,054
+454,761
252
$25.5M 0.03%
669,325
+76,556
253
$25.5M 0.03%
174,857
+2,008
254
$25.3M 0.03%
575,430
+162,200
255
$25.1M 0.03%
140,682
+15,122
256
$24.9M 0.03%
54,156
+831
257
$24.1M 0.03%
158,045
+4,195
258
$23.5M 0.03%
221,632
-42,331
259
$23.5M 0.03%
749,311
+19,228
260
$23.5M 0.03%
593,536
+18,250
261
$23.4M 0.03%
455,849
+84,188
262
$23M 0.03%
965,505
+303,119
263
$22.8M 0.03%
362,543
-10,682
264
$22.8M 0.03%
233,246
+123,165
265
$22.7M 0.03%
340,476
+11,076
266
$22.7M 0.03%
791,903
-4,142
267
$22.7M 0.03%
302,317
+15,403
268
$22.4M 0.03%
716,034
+7,189
269
$22.2M 0.03%
746,945
+589,009
270
$21.7M 0.03%
879,610
+253,923
271
$21.5M 0.03%
865,032
+22,812
272
$21M 0.03%
266,086
+22,038
273
$20.5M 0.03%
261,399
-8,114
274
$20.2M 0.03%
1,067,655
+27,929
275
$19.7M 0.03%
242,655
-36,795
9 10
11
12 13