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
2851
$2.61K ﹤0.01%
+42
2852
$2.61K ﹤0.01%
+181
2853
$2.61K ﹤0.01%
+435
2854
$2.6K ﹤0.01%
80
-410
2855
$2.58K ﹤0.01%
66
+41
2856
$2.57K ﹤0.01%
38
-74
2857
$2.57K ﹤0.01%
85
2858
$2.56K ﹤0.01%
1,298
+67
2859
$2.52K ﹤0.01%
+407
2860
$2.5K ﹤0.01%
50
2861
$2.49K ﹤0.01%
421
-686
2862
$2.48K ﹤0.01%
+101
2863
$2.48K ﹤0.01%
44
-61
2864
$2.47K ﹤0.01%
+29
2865
$2.42K ﹤0.01%
2,725
+2,624
2866
$2.42K ﹤0.01%
+96
2867
$2.4K ﹤0.01%
+100
2868
$2.38K ﹤0.01%
+113
2869
$2.38K ﹤0.01%
15
-693
2870
$2.37K ﹤0.01%
+97
2871
$2.36K ﹤0.01%
+132
2872
$2.36K ﹤0.01%
280
-505
2873
$2.35K ﹤0.01%
+466
2874
$2.34K ﹤0.01%
30
+17
2875
$2.32K ﹤0.01%
+119
113 114
115
116 117