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
276
$19.6M 0.03%
207,372
+26,958
277
$19.3M 0.02%
231,576
+177,632
278
$19.3M 0.02%
273,925
+63,724
279
$19.1M 0.02%
474,565
+104,253
280
$19M 0.02%
247,113
+6,890
281
$18.6M 0.02%
142,723
+41,243
282
$18.6M 0.02%
369,097
+70,031
283
$18.1M 0.02%
485,740
+34,387
284
$18M 0.02%
260,828
+9,137
285
$17.6M 0.02%
103,863
+20,397
286
$17.3M 0.02%
272,910
+266,848
287
$17.1M 0.02%
847,581
+31,138
288
$17M 0.02%
270,013
-9,943
289
$17M 0.02%
55,670
+27,177
290
$16.8M 0.02%
343,912
+334,214
291
$16.8M 0.02%
554,373
+59,188
292
$16.8M 0.02%
81,019
+8,649
293
$16.6M 0.02%
194,362
+1,180
294
$16.4M 0.02%
395,447
+7,078
295
$16.3M 0.02%
264,158
-13,227
296
$16.3M 0.02%
110,458
+103,889
297
$16.2M 0.02%
240,440
+209,790
298
$16.1M 0.02%
135,631
-4,098
299
$16M 0.02%
327,300
-5,090
300
$15.6M 0.02%
255,443
+24,808
10 11
12
13 14