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
2951
$1.35K ﹤0.01%
156
+100
2952
$1.34K ﹤0.01%
+45
2953
$1.33K ﹤0.01%
+110
2954
$1.32K ﹤0.01%
100
+80
2955
$1.31K ﹤0.01%
+30
2956
$1.27K ﹤0.01%
50
+45
2957
$1.26K ﹤0.01%
+375
2958
$1.26K ﹤0.01%
+20
2959
$1.25K ﹤0.01%
38
+33
2960
$1.25K ﹤0.01%
7
+2
2961
$1.23K ﹤0.01%
292
2962
$1.22K ﹤0.01%
+58
2963
$1.21K ﹤0.01%
+7
2964
$1.2K ﹤0.01%
140
-255
2965
$1.2K ﹤0.01%
87
-537
2966
$1.19K ﹤0.01%
200
2967
$1.19K ﹤0.01%
59
-141
2968
$1.16K ﹤0.01%
1,000
2969
$1.15K ﹤0.01%
4,808
2970
$1.15K ﹤0.01%
500
2971
$1.14K ﹤0.01%
104
+81
2972
$1.14K ﹤0.01%
+81
2973
$1.13K ﹤0.01%
46
-759
2974
$1.13K ﹤0.01%
75
2975
$1.13K ﹤0.01%
+63
117 118
119
120 121