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
2726
$4.8K ﹤0.01%
74
-16
2727
$4.78K ﹤0.01%
348
-1,642
2728
$4.7K ﹤0.01%
180
+128
2729
$4.67K ﹤0.01%
160
2730
$4.67K ﹤0.01%
15
-14
2731
$4.65K ﹤0.01%
65
-6
2732
$4.64K ﹤0.01%
58
-13
2733
$4.62K ﹤0.01%
99
2734
$4.6K ﹤0.01%
43
-31
2735
$4.59K ﹤0.01%
255
2736
$4.58K ﹤0.01%
+396
2737
$4.58K ﹤0.01%
44
-31
2738
$4.54K ﹤0.01%
900
2739
$4.53K ﹤0.01%
300
-500
2740
$4.52K ﹤0.01%
350
+250
2741
$4.51K ﹤0.01%
896
2742
$4.47K ﹤0.01%
540
2743
$4.46K ﹤0.01%
75
-153
2744
$4.44K ﹤0.01%
20
-2
2745
$4.42K ﹤0.01%
79
2746
$4.4K ﹤0.01%
+350
2747
$4.35K ﹤0.01%
+112
2748
$4.33K ﹤0.01%
400
2749
$4.3K ﹤0.01%
405
-123
2750
$4.29K ﹤0.01%
3,106
108 109
110
111 112