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
551
$3.85M 0.01%
84,812
+3,271
552
$3.84M 0.01%
293,017
+48,278
553
$3.8M ﹤0.01%
+92,889
554
$3.8M ﹤0.01%
54,990
-7,615
555
$3.8M ﹤0.01%
49,402
+13,422
556
$3.8M ﹤0.01%
177,287
-3,204
557
$3.8M ﹤0.01%
161,560
+154,649
558
$3.78M ﹤0.01%
50,715
+6,178
559
$3.75M ﹤0.01%
142,372
+695
560
$3.74M ﹤0.01%
105,920
+30,436
561
$3.71M ﹤0.01%
19,275
-1,039
562
$3.7M ﹤0.01%
10,572
+10
563
$3.67M ﹤0.01%
207,883
+84,711
564
$3.65M ﹤0.01%
43,382
-4,032
565
$3.64M ﹤0.01%
202,449
+202,365
566
$3.63M ﹤0.01%
161,709
-4,415
567
$3.63M ﹤0.01%
52,736
+5,373
568
$3.6M ﹤0.01%
143,132
+10,261
569
$3.6M ﹤0.01%
39,285
+2,539
570
$3.59M ﹤0.01%
56,951
-16,404
571
$3.52M ﹤0.01%
79,610
-2,570
572
$3.52M ﹤0.01%
44,525
-4,770
573
$3.52M ﹤0.01%
99,076
+19,830
574
$3.5M ﹤0.01%
94,422
+6,240
575
$3.5M ﹤0.01%
32,219
-776
21 22
23
24 25