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
426
$7.35M 0.01%
6,203
+22
427
$7.28M 0.01%
319,821
+69,323
428
$7.24M 0.01%
28,948
-286
429
$7.23M 0.01%
49,121
+44,339
430
$7.22M 0.01%
32,863
-178
431
$7.21M 0.01%
143,347
+22,216
432
$7.18M 0.01%
51,485
+47,638
433
$7.14M 0.01%
274,216
+3,921
434
$7.14M 0.01%
18,736
+1,629
435
$7.13M 0.01%
471,492
-13,813
436
$7.11M 0.01%
114,728
+437
437
$7.11M 0.01%
208,598
+6,647
438
$7.05M 0.01%
195,800
+169,627
439
$7.02M 0.01%
91,126
+6,502
440
$7.01M 0.01%
20,512
-1,618
441
$6.95M 0.01%
52,694
-19,454
442
$6.91M 0.01%
50,020
+2,435
443
$6.8M 0.01%
38,668
-120
444
$6.76M 0.01%
129,708
+23,521
445
$6.74M 0.01%
92,440
-11,075
446
$6.7M 0.01%
148,992
+1,369
447
$6.69M 0.01%
222,324
+125,970
448
$6.68M 0.01%
88,391
+19,474
449
$6.66M 0.01%
361,852
-168,142
450
$6.59M 0.01%
365,932
+195,125
16 17
18
19 20