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
2901
$1.89K ﹤0.01%
18
-33
2902
$1.84K ﹤0.01%
+179
2903
$1.84K ﹤0.01%
76
-51
2904
$1.83K ﹤0.01%
45
-135
2905
$1.82K ﹤0.01%
+500
2906
$1.81K ﹤0.01%
59
+56
2907
$1.8K ﹤0.01%
315
2908
$1.78K ﹤0.01%
+197
2909
$1.78K ﹤0.01%
+49
2910
$1.77K ﹤0.01%
+51
2911
$1.77K ﹤0.01%
+86
2912
$1.75K ﹤0.01%
464
+11
2913
$1.74K ﹤0.01%
207
2914
$1.74K ﹤0.01%
125
+120
2915
$1.72K ﹤0.01%
+28
2916
$1.7K ﹤0.01%
+11
2917
$1.69K ﹤0.01%
400
2918
$1.69K ﹤0.01%
76
2919
$1.65K ﹤0.01%
201
+200
2920
$1.65K ﹤0.01%
+200
2921
$1.65K ﹤0.01%
68
-168
2922
$1.64K ﹤0.01%
70
-60
2923
$1.63K ﹤0.01%
+12
2924
$1.63K ﹤0.01%
140
2925
$1.61K ﹤0.01%
+200
115 116
117
118 119