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
401
$8.2M 0.01%
40,670
+3,933
402
$8.16M 0.01%
88,752
+4,833
403
$8.16M 0.01%
137,271
+1,061
404
$8.09M 0.01%
387,349
+81,888
405
$8.04M 0.01%
243,327
+9,039
406
$8.01M 0.01%
38,698
+559
407
$7.97M 0.01%
43,169
+43,137
408
$7.95M 0.01%
440,279
-169,542
409
$7.85M 0.01%
333,870
-71,063
410
$7.84M 0.01%
181,554
+2,492
411
$7.83M 0.01%
138,197
+17,199
412
$7.78M 0.01%
214,770
+11,793
413
$7.77M 0.01%
92,219
+685
414
$7.77M 0.01%
116,586
+22,106
415
$7.75M 0.01%
25,877
+1,501
416
$7.71M 0.01%
44,363
+1,897
417
$7.68M 0.01%
31,343
+1,916
418
$7.67M 0.01%
91,657
-3,542
419
$7.66M 0.01%
236,769
+6,103
420
$7.62M 0.01%
114,222
+1,749
421
$7.61M 0.01%
17,476
+10,160
422
$7.54M 0.01%
93,208
+8,010
423
$7.46M 0.01%
432,924
-5,268
424
$7.39M 0.01%
218,706
-3,136
425
$7.36M 0.01%
81,449
+7,186
15 16
17
18 19