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
3001
$918 ﹤0.01%
+600
3002
$915 ﹤0.01%
+17
3003
$914 ﹤0.01%
100
3004
$912 ﹤0.01%
+200
3005
$912 ﹤0.01%
50
-55
3006
$912 ﹤0.01%
88
+70
3007
$911 ﹤0.01%
70
3008
$902 ﹤0.01%
52
+44
3009
$901 ﹤0.01%
+348
3010
$883 ﹤0.01%
+60
3011
$875 ﹤0.01%
+140
3012
$875 ﹤0.01%
+95
3013
$849 ﹤0.01%
42
-5
3014
$846 ﹤0.01%
+50
3015
$835 ﹤0.01%
90
-491
3016
$809 ﹤0.01%
210
+15
3017
$805 ﹤0.01%
+33
3018
$804 ﹤0.01%
6
+2
3019
$802 ﹤0.01%
+7
3020
$794 ﹤0.01%
107
3021
$779 ﹤0.01%
+2
3022
$773 ﹤0.01%
13
3023
$768 ﹤0.01%
+264
3024
$765 ﹤0.01%
+16
3025
$764 ﹤0.01%
+8
119 120
121
122 123