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
476
$5.65M 0.01%
30,025
+2,274
477
$5.62M 0.01%
29,194
+2,016
478
$5.58M 0.01%
74,383
+1,371
479
$5.56M 0.01%
188,428
+17,338
480
$5.52M 0.01%
19,479
-98
481
$5.51M 0.01%
16,731
+1,408
482
$5.51M 0.01%
171,649
+20,040
483
$5.5M 0.01%
202,528
+8,639
484
$5.48M 0.01%
193,421
+9,708
485
$5.45M 0.01%
71,009
+3,195
486
$5.44M 0.01%
210,461
+3,788
487
$5.42M 0.01%
202,379
+13,021
488
$5.38M 0.01%
518,358
+479,301
489
$5.35M 0.01%
104,565
-57,850
490
$5.28M 0.01%
157,855
-9,522
491
$5.23M 0.01%
108,641
-1,985
492
$5.21M 0.01%
128,342
-7,216
493
$5.18M 0.01%
72,894
-56,693
494
$5.15M 0.01%
46,049
+376
495
$5.14M 0.01%
127,752
+84,816
496
$5.14M 0.01%
14,890
-773
497
$5.12M 0.01%
87,445
+2,622
498
$5.12M 0.01%
102,001
+5,142
499
$5.07M 0.01%
117,362
+3,632
500
$4.95M 0.01%
97,763
+46,809
18 19
20
21 22