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
3026
$760 ﹤0.01%
152
3027
$720 ﹤0.01%
+6
3028
$719 ﹤0.01%
21
+16
3029
$715 ﹤0.01%
+50
3030
$711 ﹤0.01%
+93
3031
$709 ﹤0.01%
20
-198
3032
$708 ﹤0.01%
20
3033
$702 ﹤0.01%
305
3034
$699 ﹤0.01%
+108
3035
$691 ﹤0.01%
+45
3036
$689 ﹤0.01%
1,000
3037
$688 ﹤0.01%
107
+4
3038
$684 ﹤0.01%
23
-10
3039
$684 ﹤0.01%
+200
3040
$681 ﹤0.01%
1,000
3041
$674 ﹤0.01%
40
-51
3042
$674 ﹤0.01%
16
-9
3043
$671 ﹤0.01%
+57
3044
$661 ﹤0.01%
+45
3045
$657 ﹤0.01%
+1
3046
$655 ﹤0.01%
100
3047
$652 ﹤0.01%
200
+190
3048
$651 ﹤0.01%
571
3049
$647 ﹤0.01%
+89
3050
$645 ﹤0.01%
38
-1,135
120 121
122
123 124