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
3126
$238 ﹤0.01%
+100
3127
$234 ﹤0.01%
+20
3128
$233 ﹤0.01%
40
3129
$232 ﹤0.01%
+15
3130
$231 ﹤0.01%
+23
3131
$231 ﹤0.01%
14
3132
$229 ﹤0.01%
+15
3133
$221 ﹤0.01%
+10
3134
$221 ﹤0.01%
20
-54
3135
$220 ﹤0.01%
+1,000
3136
$219 ﹤0.01%
+52
3137
$218 ﹤0.01%
+5
3138
$215 ﹤0.01%
+100
3139
$213 ﹤0.01%
+12
3140
$210 ﹤0.01%
6
-5
3141
$207 ﹤0.01%
164
3142
$189 ﹤0.01%
125
+58
3143
$188 ﹤0.01%
+5
3144
$175 ﹤0.01%
5
-340
3145
$175 ﹤0.01%
5
-115
3146
$162 ﹤0.01%
118
-75
3147
$160 ﹤0.01%
103
-222
3148
$155 ﹤0.01%
9
-4
3149
$152 ﹤0.01%
+5
3150
$149 ﹤0.01%
25
124 125
126
127 128