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
376
$9.38M 0.01%
124,073
+3,897
377
$9.18M 0.01%
156,579
+3,817
378
$9.14M 0.01%
395,050
+63,845
379
$9.04M 0.01%
19,739
+1,405
380
$9.04M 0.01%
139,873
-5,411
381
$8.92M 0.01%
76,440
-45,763
382
$8.9M 0.01%
19,519
-1,906
383
$8.9M 0.01%
53,115
+6,828
384
$8.8M 0.01%
17
+4
385
$8.79M 0.01%
167,961
+8,922
386
$8.77M 0.01%
626,353
+59,125
387
$8.76M 0.01%
40,729
-397
388
$8.75M 0.01%
946,518
+100,360
389
$8.7M 0.01%
118,743
-107
390
$8.7M 0.01%
92,907
-2,743
391
$8.67M 0.01%
342,690
+44,012
392
$8.63M 0.01%
136,532
+10,365
393
$8.56M 0.01%
46,219
+2,157
394
$8.52M 0.01%
330,575
+15,948
395
$8.42M 0.01%
33,952
-3,905
396
$8.39M 0.01%
103,050
-208
397
$8.31M 0.01%
67,796
+10,313
398
$8.25M 0.01%
111,248
-237,202
399
$8.2M 0.01%
252,119
+84,786
400
$8.2M 0.01%
245,280
-5,532
14 15
16
17 18