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
3176
$71 ﹤0.01%
48
3177
$69 ﹤0.01%
5
-250
3178
$67 ﹤0.01%
2
3179
$66 ﹤0.01%
4
-700
3180
– –
-1
3181
$59 ﹤0.01%
+50
3182
$56 ﹤0.01%
1
-4,704
3183
$54 ﹤0.01%
100
3184
$53 ﹤0.01%
4
-104
3185
$52 ﹤0.01%
1
-33
3186
$49 ﹤0.01%
+4
3187
$46 ﹤0.01%
+5
3188
$44 ﹤0.01%
+3
3189
$42 ﹤0.01%
1
3190
$41 ﹤0.01%
+7
3191
$40 ﹤0.01%
10
-10
3192
$39 ﹤0.01%
5
3193
$38 ﹤0.01%
+20
3194
$37 ﹤0.01%
6
3195
$37 ﹤0.01%
+5
3196
$36 ﹤0.01%
1
3197
$34 ﹤0.01%
+1
3198
$33 ﹤0.01%
13
3199
$31 ﹤0.01%
+3
3200
$30 ﹤0.01%
+3
126 127
128
129 130