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
3201
$28 ﹤0.01%
+2
3202
$27 ﹤0.01%
242
3203
$27 ﹤0.01%
146
3204
$22 ﹤0.01%
4
3205
$20 ﹤0.01%
1
3206
$16 ﹤0.01%
+3
3207
$14 ﹤0.01%
2
3208
$13 ﹤0.01%
1
-8
3209
$11 ﹤0.01%
+7
3210
$10 ﹤0.01%
+3
3211
$10 ﹤0.01%
+110
3212
$9 ﹤0.01%
3
3213
$7 ﹤0.01%
23
3214
$7 ﹤0.01%
+1
3215
$6 ﹤0.01%
3
3216
$6 ﹤0.01%
+3
3217
– –
0
3218
$5 ﹤0.01%
+2
3219
$4 ﹤0.01%
1
-15
3220
$4 ﹤0.01%
1
-35
3221
$4 ﹤0.01%
1
3222
$3 ﹤0.01%
1
3223
$3 ﹤0.01%
+1
3224
$3 ﹤0.01%
1
3225
– –
0
127 128
129
130 131