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
576
$3.49M ﹤0.01%
132,427
+2,687
577
$3.48M ﹤0.01%
54,772
+5,012
578
$3.48M ﹤0.01%
41,584
-4,872
579
$3.48M ﹤0.01%
8,915
-31
580
$3.46M ﹤0.01%
88,614
+32,820
581
$3.45M ﹤0.01%
315,845
+59,434
582
$3.45M ﹤0.01%
49,841
+2,338
583
$3.44M ﹤0.01%
13,791
-57
584
$3.44M ﹤0.01%
137,105
-10,296
585
$3.44M ﹤0.01%
29,413
+3,997
586
$3.43M ﹤0.01%
23,465
-77
587
$3.41M ﹤0.01%
15,265
-509
588
$3.4M ﹤0.01%
63,059
-1,795
589
$3.39M ﹤0.01%
57,402
+22,727
590
$3.39M ﹤0.01%
79,063
-192,043
591
$3.31M ﹤0.01%
246,467
-120,573
592
$3.3M ﹤0.01%
64,915
+5,549
593
$3.25M ﹤0.01%
8,598
-118
594
$3.22M ﹤0.01%
51,961
+27,632
595
$3.21M ﹤0.01%
90,983
+2,718
596
$3.2M ﹤0.01%
37,033
+29,311
597
$3.18M ﹤0.01%
78,001
+597
598
$3.14M ﹤0.01%
128,973
-2,017
599
$3.14M ﹤0.01%
32,959
+900
600
$3.13M ﹤0.01%
116,209
+76,236
22 23
24
25 26