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
451
$6.59M 0.01%
84,149
-10,319
452
$6.58M 0.01%
77,639
-2,081
453
$6.53M 0.01%
222,455
-22,945
454
$6.52M 0.01%
28,740
-1,003
455
$6.52M 0.01%
102,315
+6,465
456
$6.45M 0.01%
31,391
-813
457
$6.45M 0.01%
22,981
+3,165
458
$6.44M 0.01%
20,034
+489
459
$6.41M 0.01%
89,566
+26,097
460
$6.41M 0.01%
63,511
+1,021
461
$6.37M 0.01%
72,629
-3,459
462
$6.36M 0.01%
48,076
-1,009
463
$6.34M 0.01%
137,691
-9,013
464
$6.26M 0.01%
118,962
+1,155
465
$6.25M 0.01%
245,247
-8,923
466
$6.25M 0.01%
260,916
+9,767
467
$6.18M 0.01%
146,914
+11,436
468
$6.14M 0.01%
161,558
-11,117
469
$6.11M 0.01%
156,153
+33,478
470
$6.06M 0.01%
62,060
+5,847
471
$6.01M 0.01%
112,794
-2,949
472
$5.9M 0.01%
84,461
-695
473
$5.74M 0.01%
57,521
-533
474
$5.68M 0.01%
29,149
+1,156
475
$5.65M 0.01%
44,512
+7,663
17 18
19
20 21