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
3576
– –
-254
3577
– –
-8
3578
– –
-131
3579
– –
-405
3580
– –
-20
3581
– –
-355
3582
– –
-43
3583
– –
-21
3584
– –
-431
3585
– –
-5
3586
– –
-90
3587
– –
-2,617
3588
– –
-2,929
3589
– –
-50
3590
– –
-150
3591
– –
-266
3592
– –
-229
3593
– –
-123
3594
– –
-5
3595
– –
-46
3596
– –
-50
3597
– –
-2,132
3598
– –
-1,829
3599
– –
-150
3600
– –
-8
141 142 143
144
145