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
301
$15.6M 0.02%
4,884,229
+863,091
302
$15.6M 0.02%
685,841
+11,984
303
$15.4M 0.02%
642,232
-138,542
304
$15.3M 0.02%
96,676
+11,574
305
$15.1M 0.02%
269,343
-11,397
306
$14.9M 0.02%
58,490
+71
307
$14.8M 0.02%
151,147
-1,791
308
$14.8M 0.02%
139,622
+131,622
309
$14.7M 0.02%
309,317
+103,537
310
$14.3M 0.02%
108,765
-4,464
311
$14.1M 0.02%
287,282
-120,423
312
$14M 0.02%
316,975
+481
313
$13.9M 0.02%
138,226
+35,510
314
$13.8M 0.02%
583,281
-2,405
315
$13.5M 0.02%
75,344
-1,159
316
$13.5M 0.02%
352,168
-2,786
317
$13.4M 0.02%
210,318
+1,576
318
$13.4M 0.02%
59,586
+1,276
319
$13.3M 0.02%
505,882
-22,990
320
$13.2M 0.02%
188,569
+3,554
321
$12.9M 0.02%
284,787
+116,188
322
$12.9M 0.02%
363,889
+18,005
323
$12.9M 0.02%
87,684
+859
324
$12.8M 0.02%
163,446
+2,663
325
$12.8M 0.02%
212,098
+8,400
11 12
13
14 15