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
2776
$3.81K ﹤0.01%
19
-216
2777
$3.8K ﹤0.01%
31
+3
2778
$3.79K ﹤0.01%
370
2779
$3.77K ﹤0.01%
116
+76
2780
$3.75K ﹤0.01%
100
2781
$3.73K ﹤0.01%
+36
2782
$3.71K ﹤0.01%
1,574
+422
2783
$3.65K ﹤0.01%
291
+141
2784
$3.62K ﹤0.01%
164
-105
2785
$3.61K ﹤0.01%
1,250
+1,050
2786
$3.6K ﹤0.01%
75
-108
2787
$3.56K ﹤0.01%
+113
2788
$3.56K ﹤0.01%
165
-343
2789
$3.56K ﹤0.01%
288
2790
$3.53K ﹤0.01%
355
2791
$3.53K ﹤0.01%
245
-25
2792
$3.52K ﹤0.01%
275
+4
2793
$3.48K ﹤0.01%
490
2794
$3.48K ﹤0.01%
140
+104
2795
$3.46K ﹤0.01%
+100
2796
$3.45K ﹤0.01%
150
+145
2797
$3.4K ﹤0.01%
103
2798
$3.38K ﹤0.01%
207
+3
2799
$3.37K ﹤0.01%
500
2800
$3.34K ﹤0.01%
+591
110 111
112
113 114