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
3076
$486 ﹤0.01%
9
3077
$486 ﹤0.01%
+17
3078
$484 ﹤0.01%
8
3079
$482 ﹤0.01%
+146
3080
$482 ﹤0.01%
9
3081
$477 ﹤0.01%
+27
3082
$472 ﹤0.01%
42
-11
3083
$467 ﹤0.01%
202
3084
$463 ﹤0.01%
+7
3085
$460 ﹤0.01%
+110
3086
$434 ﹤0.01%
+43
3087
$430 ﹤0.01%
+250
3088
$390 ﹤0.01%
15
-193
3089
$389 ﹤0.01%
+19
3090
$381 ﹤0.01%
112
-200
3091
$378 ﹤0.01%
30
+5
3092
$376 ﹤0.01%
14
3093
$372 ﹤0.01%
45
-45
3094
$371 ﹤0.01%
34
-2,466
3095
$370 ﹤0.01%
+1,000
3096
$365 ﹤0.01%
+40
3097
$364 ﹤0.01%
+12
3098
$361 ﹤0.01%
+16
3099
$360 ﹤0.01%
+16
3100
$353 ﹤0.01%
100
122 123
124
125 126