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
526
$4.36M 0.01%
96,456
+3,342
527
$4.32M 0.01%
105,542
+95,182
528
$4.32M 0.01%
79,914
+1,769
529
$4.3M 0.01%
171,751
-2,336
530
$4.29M 0.01%
9,624
+230
531
$4.28M 0.01%
60,202
-3,587
532
$4.27M 0.01%
106,143
-25,017
533
$4.26M 0.01%
82,612
-64,397
534
$4.23M 0.01%
67,787
-20,561
535
$4.19M 0.01%
68,678
-5,057
536
$4.17M 0.01%
58,424
+4,506
537
$4.16M 0.01%
214,192
+24,714
538
$4.15M 0.01%
103,310
+203
539
$4.13M 0.01%
21,584
+1,251
540
$4.08M 0.01%
176,720
+24,376
541
$4.06M 0.01%
32,648
+1,932
542
$4.01M 0.01%
114,491
+34,429
543
$3.99M 0.01%
5,096
+544
544
$3.97M 0.01%
83,481
-506
545
$3.95M 0.01%
68,678
-7,038
546
$3.95M 0.01%
79,420
+7,675
547
$3.92M 0.01%
57,326
-256
548
$3.89M 0.01%
85,726
+81,824
549
$3.87M 0.01%
35,466
+450
550
$3.86M 0.01%
60,639
+4,589
20 21
22
23 24