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
626
$2.81M ﹤0.01%
55,030
-4,927
627
$2.81M ﹤0.01%
7,356
+63
628
$2.78M ﹤0.01%
8,144
+854
629
$2.76M ﹤0.01%
92,590
-1,750
630
$2.75M ﹤0.01%
81,656
+17,151
631
$2.75M ﹤0.01%
159,828
+2,731
632
$2.73M ﹤0.01%
92,835
+1,990
633
$2.73M ﹤0.01%
10,338
+538
634
$2.73M ﹤0.01%
6,379
+8
635
$2.72M ﹤0.01%
32,698
+1,759
636
$2.72M ﹤0.01%
17,450
+3,080
637
$2.71M ﹤0.01%
34,952
-31,569
638
$2.69M ﹤0.01%
46,751
-861
639
$2.67M ﹤0.01%
+119,777
640
$2.66M ﹤0.01%
49,056
-506
641
$2.65M ﹤0.01%
42,545
+3,718
642
$2.64M ﹤0.01%
44,235
-2,369
643
$2.64M ﹤0.01%
105,275
+9,666
644
$2.64M ﹤0.01%
52,922
+1,768
645
$2.62M ﹤0.01%
56,397
+2,225
646
$2.6M ﹤0.01%
3,620
-6
647
$2.59M ﹤0.01%
9,102
+2,373
648
$2.57M ﹤0.01%
34,076
-9,080
649
$2.56M ﹤0.01%
8,721
-432
650
$2.55M ﹤0.01%
25,159
+15,461
24 25
26
27 28