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
2751
$4.28K ﹤0.01%
297
+3
2752
$4.27K ﹤0.01%
+150
2753
$4.23K ﹤0.01%
+80
2754
$4.21K ﹤0.01%
115
2755
$4.2K ﹤0.01%
257
2756
$4.18K ﹤0.01%
+1,916
2757
$4.15K ﹤0.01%
334
-433
2758
$4.14K ﹤0.01%
+33
2759
$4.13K ﹤0.01%
415
+5
2760
$4.12K ﹤0.01%
50
+45
2761
$4.11K ﹤0.01%
+23
2762
$4.05K ﹤0.01%
175
2763
$4.01K ﹤0.01%
150
2764
$4K ﹤0.01%
+483
2765
$3.99K ﹤0.01%
158
+145
2766
$3.98K ﹤0.01%
88
-5
2767
$3.94K ﹤0.01%
56
-17
2768
$3.93K ﹤0.01%
1,248
2769
$3.92K ﹤0.01%
300
2770
$3.9K ﹤0.01%
+196
2771
$3.88K ﹤0.01%
75
2772
$3.87K ﹤0.01%
161
-87
2773
$3.83K ﹤0.01%
125
-110
2774
$3.82K ﹤0.01%
+118
2775
$3.81K ﹤0.01%
577
+52
109 110
111
112 113