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
601
$3.13M ﹤0.01%
8,888
-774
602
$3.13M ﹤0.01%
43,689
+3,795
603
$3.13M ﹤0.01%
83,975
-1,539
604
$3.12M ﹤0.01%
432,451
+10,037
605
$3.1M ﹤0.01%
6,452
+4
606
$3.1M ﹤0.01%
35,116
-3,870
607
$3.1M ﹤0.01%
3,464
+180
608
$3.08M ﹤0.01%
27,842
+5,740
609
$3.07M ﹤0.01%
6,530
-302
610
$3.05M ﹤0.01%
77,064
+25,113
611
$3.04M ﹤0.01%
17,923
-8,674
612
$2.99M ﹤0.01%
27,581
+4,031
613
$2.95M ﹤0.01%
21,264
+199
614
$2.94M ﹤0.01%
26,230
+1,025
615
$2.93M ﹤0.01%
51,490
+3,602
616
$2.92M ﹤0.01%
12,961
+2,845
617
$2.92M ﹤0.01%
32,602
+1,759
618
$2.92M ﹤0.01%
47,055
+5,720
619
$2.91M ﹤0.01%
115,546
+17,054
620
$2.91M ﹤0.01%
12,379
+638
621
$2.86M ﹤0.01%
22,994
-3,263
622
$2.85M ﹤0.01%
8,588
-127
623
$2.83M ﹤0.01%
15,394
+132
624
$2.83M ﹤0.01%
68,465
+15,746
625
$2.82M ﹤0.01%
13,776
+6,927
23 24
25
26 27