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
326
$12.8M 0.02%
66,015
+11,115
327
$12.7M 0.02%
152,880
+1,953
328
$12.7M 0.02%
146,702
+5,210
329
$12.6M 0.02%
139,951
-2,606
330
$12.3M 0.02%
138,162
+3,579
331
$12M 0.02%
257,886
+3,530
332
$11.9M 0.02%
208,092
+10,619
333
$11.9M 0.02%
263,669
-1,998
334
$11.9M 0.02%
53,609
+1,449
335
$11.8M 0.02%
99,249
+26,178
336
$11.8M 0.02%
425,394
+97,233
337
$11.7M 0.02%
304,602
-242
338
$11.7M 0.02%
735,858
+10,743
339
$11.7M 0.02%
444,825
+11,967
340
$11.6M 0.02%
86,853
-79
341
$11.5M 0.01%
20,514
+400
342
$11.5M 0.01%
335,203
+104,524
343
$11.5M 0.01%
209,527
-14,923
344
$11.5M 0.01%
103,377
+34,331
345
$11.2M 0.01%
335,554
-18,727
346
$11.2M 0.01%
190,346
-144,797
347
$11M 0.01%
326,093
+69,475
348
$11M 0.01%
43,019
+11,772
349
$11M 0.01%
124,936
+7,332
350
$11M 0.01%
50,445
+5,003
12 13
14
15 16