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
2826
$2.9K ﹤0.01%
+188
2827
$2.89K ﹤0.01%
31
-152
2828
$2.89K ﹤0.01%
80
2829
$2.87K ﹤0.01%
270
-7,000
2830
$2.86K ﹤0.01%
304
2831
$2.86K ﹤0.01%
2,000
2832
$2.84K ﹤0.01%
+19
2833
$2.83K ﹤0.01%
200
2834
$2.83K ﹤0.01%
+62
2835
$2.81K ﹤0.01%
43
+36
2836
$2.79K ﹤0.01%
208
+100
2837
$2.78K ﹤0.01%
+126
2838
$2.78K ﹤0.01%
61
2839
$2.76K ﹤0.01%
+136
2840
$2.73K ﹤0.01%
80
2841
$2.71K ﹤0.01%
450
2842
$2.69K ﹤0.01%
100
2843
$2.68K ﹤0.01%
+40,622
2844
$2.67K ﹤0.01%
68
2845
$2.67K ﹤0.01%
+123
2846
$2.67K ﹤0.01%
57
+52
2847
$2.65K ﹤0.01%
27
-37
2848
$2.65K ﹤0.01%
+25
2849
$2.65K ﹤0.01%
+34
2850
$2.65K ﹤0.01%
+184
112 113
114
115 116