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
3101
$336 ﹤0.01%
20
-254
3102
$325 ﹤0.01%
+8
3103
$324 ﹤0.01%
36
-20
3104
$323 ﹤0.01%
61
+57
3105
$318 ﹤0.01%
+100
3106
$317 ﹤0.01%
6
-12
3107
$316 ﹤0.01%
10
3108
$310 ﹤0.01%
25
3109
$301 ﹤0.01%
+13
3110
$300 ﹤0.01%
+45
3111
$296 ﹤0.01%
375
3112
$291 ﹤0.01%
+10
3113
$287 ﹤0.01%
+525
3114
$286 ﹤0.01%
129
3115
$278 ﹤0.01%
10
3116
$276 ﹤0.01%
14
3117
$275 ﹤0.01%
+9
3118
$275 ﹤0.01%
33
3119
$273 ﹤0.01%
10
-24
3120
$269 ﹤0.01%
300
+180
3121
$263 ﹤0.01%
+17
3122
$257 ﹤0.01%
87
3123
$256 ﹤0.01%
+22
3124
$241 ﹤0.01%
73
3125
$240 ﹤0.01%
+200
123 124
125
126 127