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
2976
$1.11K ﹤0.01%
+56
2977
$1.11K ﹤0.01%
+88
2978
$1.1K ﹤0.01%
44
2979
$1.1K ﹤0.01%
+68
2980
$1.09K ﹤0.01%
264
+231
2981
$1.08K ﹤0.01%
50
-5,035
2982
$1.08K ﹤0.01%
60
2983
$1.07K ﹤0.01%
+200
2984
$1.07K ﹤0.01%
+11
2985
$1.07K ﹤0.01%
+112
2986
$1.05K ﹤0.01%
+17
2987
$1.05K ﹤0.01%
+100
2988
$1.05K ﹤0.01%
+500
2989
$1.03K ﹤0.01%
+100
2990
$1.02K ﹤0.01%
26
+18
2991
$1.02K ﹤0.01%
+32
2992
$1.01K ﹤0.01%
30
-55
2993
$1K ﹤0.01%
+200
2994
$996 ﹤0.01%
44
+24
2995
$990 ﹤0.01%
46
2996
$978 ﹤0.01%
104
2997
$958 ﹤0.01%
+36
2998
$957 ﹤0.01%
+11
2999
$943 ﹤0.01%
+5
3000
$924 ﹤0.01%
200
-200
118 119
120
121 122