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
2801
$3.33K ﹤0.01%
78
2802
$3.32K ﹤0.01%
7,500
2803
$3.32K ﹤0.01%
263
2804
$3.29K ﹤0.01%
255
2805
$3.28K ﹤0.01%
180
+175
2806
$3.28K ﹤0.01%
262
+81
2807
$3.28K ﹤0.01%
100
2808
$3.23K ﹤0.01%
+31
2809
$3.21K ﹤0.01%
187
+5
2810
$3.2K ﹤0.01%
+185
2811
$3.19K ﹤0.01%
241
-909
2812
$3.19K ﹤0.01%
245
+20
2813
$3.15K ﹤0.01%
+100
2814
$3.14K ﹤0.01%
415
+34
2815
$3.11K ﹤0.01%
83
-57
2816
$3.08K ﹤0.01%
90
2817
$3.06K ﹤0.01%
33
-23
2818
$3.03K ﹤0.01%
560
+96
2819
$3.02K ﹤0.01%
+62
2820
$2.99K ﹤0.01%
+1
2821
$2.99K ﹤0.01%
53
+30
2822
$2.98K ﹤0.01%
+68
2823
$2.94K ﹤0.01%
+45
2824
$2.94K ﹤0.01%
340
2825
$2.93K ﹤0.01%
289
111 112
113
114 115