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
2926
$1.6K ﹤0.01%
60
-5
2927
$1.57K ﹤0.01%
193
-260
2928
$1.57K ﹤0.01%
38
-20
2929
$1.55K ﹤0.01%
28
2930
$1.54K ﹤0.01%
65
+39
2931
$1.52K ﹤0.01%
+100
2932
$1.51K ﹤0.01%
84
2933
$1.51K ﹤0.01%
+30
2934
$1.51K ﹤0.01%
+60
2935
$1.5K ﹤0.01%
+65
2936
$1.49K ﹤0.01%
+350
2937
$1.49K ﹤0.01%
93
2938
$1.49K ﹤0.01%
+116
2939
$1.45K ﹤0.01%
+58
2940
$1.44K ﹤0.01%
+52
2941
$1.44K ﹤0.01%
94
-1,034
2942
$1.43K ﹤0.01%
+50
2943
$1.43K ﹤0.01%
+46
2944
$1.42K ﹤0.01%
600
2945
$1.41K ﹤0.01%
45
2946
$1.39K ﹤0.01%
50
-104
2947
$1.39K ﹤0.01%
+1,000
2948
$1.38K ﹤0.01%
+54
2949
$1.37K ﹤0.01%
300
2950
$1.37K ﹤0.01%
38
-78
116 117
118
119 120