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
26
$504M 0.65%
2,485,225
+16,787
27
$459M 0.59%
1,127,591
+34,897
28
$457M 0.59%
1,615,876
+100,873
29
$450M 0.58%
9,393,038
+84,304
30
$448M 0.58%
2,995,348
-40,410
31
$413M 0.53%
5,493,619
+283,120
32
$374M 0.48%
2,869,712
+10,771
33
$370M 0.48%
14,553,963
+790,600
34
$355M 0.46%
3,676,468
+1,199,228
35
$320M 0.41%
1,312,613
-62,684
36
$294M 0.38%
6,242,875
+173,024
37
$287M 0.37%
1,442,561
+7,119
38
$249M 0.32%
2,078,684
+43,196
39
$244M 0.32%
6,906,556
+427,301
40
$240M 0.31%
5,663,630
-955,840
41
$234M 0.3%
2,414,507
-472
42
$232M 0.3%
1,425,292
+107,503
43
$229M 0.3%
477,907
+15,515
44
$224M 0.29%
12,816,405
+406,377
45
$214M 0.28%
2,876,066
-187,836
46
$204M 0.26%
925,806
+35,257
47
$188M 0.24%
2,467,180
+42,109
48
$182M 0.24%
662,030
-4,293
49
$181M 0.23%
3,929,788
+186,294
50
$167M 0.22%
489,123
+34,441
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