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
651
$2.55M ﹤0.01%
98,590
-10,046
652
$2.54M ﹤0.01%
29,238
-2,770
653
$2.52M ﹤0.01%
+97,467
654
$2.48M ﹤0.01%
39,656
-4,256
655
$2.47M ﹤0.01%
53,351
+7,584
656
$2.42M ﹤0.01%
70,189
+13,118
657
$2.41M ﹤0.01%
69,322
+8,237
658
$2.4M ﹤0.01%
59,107
-2,076
659
$2.4M ﹤0.01%
42,252
-2,506
660
$2.4M ﹤0.01%
887
-135
661
$2.38M ﹤0.01%
47,059
-15,455
662
$2.37M ﹤0.01%
20,887
+14,936
663
$2.36M ﹤0.01%
21,743
+2,288
664
$2.36M ﹤0.01%
24,661
-119
665
$2.35M ﹤0.01%
208,447
-79,146
666
$2.34M ﹤0.01%
10,576
+2,591
667
$2.33M ﹤0.01%
36,576
+2,413
668
$2.33M ﹤0.01%
33,423
-58
669
$2.32M ﹤0.01%
27,126
+16,773
670
$2.32M ﹤0.01%
11,833
-264
671
$2.31M ﹤0.01%
18,054
+672
672
$2.3M ﹤0.01%
39,963
-8,260
673
$2.29M ﹤0.01%
128,430
+33,851
674
$2.24M ﹤0.01%
30,830
+2,826
675
$2.24M ﹤0.01%
44,267
+4,431
25 26
27
28 29