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
501
$4.9M 0.01%
188,691
-76,692
502
$4.9M 0.01%
51,059
-2,060
503
$4.89M 0.01%
53,087
-2,210
504
$4.88M 0.01%
60,346
+9,658
505
$4.88M 0.01%
97,041
-79,636
506
$4.87M 0.01%
42,207
-446
507
$4.86M 0.01%
93,835
-9,553
508
$4.83M 0.01%
58,820
-20,486
509
$4.8M 0.01%
134,557
-3,646
510
$4.78M 0.01%
53,463
-1,667
511
$4.73M 0.01%
66,210
-1,175
512
$4.73M 0.01%
57,432
+17,068
513
$4.68M 0.01%
40,853
+5,286
514
$4.67M 0.01%
90,256
+2,301
515
$4.62M 0.01%
103,579
+629
516
$4.61M 0.01%
111,158
+90,831
517
$4.54M 0.01%
26,141
-57
518
$4.44M 0.01%
18,948
-223
519
$4.43M 0.01%
85,001
+2,591
520
$4.42M 0.01%
109,141
+3,389
521
$4.4M 0.01%
25,354
+1,002
522
$4.4M 0.01%
37,714
+841
523
$4.39M 0.01%
34,881
+625
524
$4.37M 0.01%
117,704
-5,489
525
$4.37M 0.01%
51,914
+305
19 20
21
22 23