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
3051
$645 ﹤0.01%
+9
3052
$642 ﹤0.01%
47
3053
$635 ﹤0.01%
+14
3054
$627 ﹤0.01%
3
-2
3055
$624 ﹤0.01%
+6
3056
$617 ﹤0.01%
4
3057
$616 ﹤0.01%
+42
3058
$610 ﹤0.01%
+22
3059
$604 ﹤0.01%
+90
3060
$587 ﹤0.01%
58
-73
3061
$584 ﹤0.01%
36
3062
$581 ﹤0.01%
43
3063
$576 ﹤0.01%
9
-11
3064
$563 ﹤0.01%
54
3065
$563 ﹤0.01%
25
-182
3066
$535 ﹤0.01%
6
3067
$533 ﹤0.01%
+28
3068
$524 ﹤0.01%
+17
3069
$523 ﹤0.01%
16
-495
3070
$523 ﹤0.01%
120
3071
$519 ﹤0.01%
+15
3072
$518 ﹤0.01%
60
3073
$512 ﹤0.01%
20
3074
$501 ﹤0.01%
+385
3075
$490 ﹤0.01%
+500
121 122
123
124 125