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
351
$11M 0.01%
152,179
-6,740
352
$10.8M 0.01%
53,723
+275
353
$10.8M 0.01%
87,923
+2,798
354
$10.7M 0.01%
134,172
+2,511
355
$10.7M 0.01%
229,937
+13,876
356
$10.7M 0.01%
98,068
+58,371
357
$10.7M 0.01%
312,080
+32,142
358
$10.6M 0.01%
554,493
+38,901
359
$10.6M 0.01%
281,187
-906
360
$10.6M 0.01%
187,119
+20,519
361
$10.5M 0.01%
140,267
+158
362
$10.5M 0.01%
161,402
+5,549
363
$10.2M 0.01%
180,402
-33,893
364
$10.1M 0.01%
161,353
-5,304
365
$9.98M 0.01%
70,868
-3,796
366
$9.89M 0.01%
259,859
-38,696
367
$9.88M 0.01%
231,408
+15,940
368
$9.83M 0.01%
251,033
-54,693
369
$9.82M 0.01%
105,628
+11,334
370
$9.79M 0.01%
102,693
-14,667
371
$9.66M 0.01%
419,608
-107,560
372
$9.52M 0.01%
207,134
+93,782
373
$9.5M 0.01%
46,416
+1,416
374
$9.5M 0.01%
+209,151
375
$9.43M 0.01%
57,853
+30,290
13 14
15
16 17