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
676
$2.24M ﹤0.01%
312,056
677
$2.24M ﹤0.01%
28,859
+2,455
678
$2.23M ﹤0.01%
43,335
+2,397
679
$2.21M ﹤0.01%
27,102
-334
680
$2.21M ﹤0.01%
46,837
+11,864
681
$2.19M ﹤0.01%
28,454
+22,492
682
$2.19M ﹤0.01%
13,351
-752
683
$2.19M ﹤0.01%
53,449
+1,182
684
$2.18M ﹤0.01%
2,764
+358
685
$2.18M ﹤0.01%
40,959
-701
686
$2.17M ﹤0.01%
43,348
+5,529
687
$2.16M ﹤0.01%
96,890
-5,159
688
$2.15M ﹤0.01%
14,473
+542
689
$2.15M ﹤0.01%
35,948
+1,236
690
$2.14M ﹤0.01%
14,444
-471
691
$2.14M ﹤0.01%
84,256
-4,714
692
$2.13M ﹤0.01%
42,623
-1,335
693
$2.11M ﹤0.01%
45,861
+4,145
694
$2.11M ﹤0.01%
10,739
-6,883
695
$2.1M ﹤0.01%
42,583
-7,481
696
$2.1M ﹤0.01%
34,441
+4,299
697
$2.09M ﹤0.01%
83,136
+1,033
698
$2.09M ﹤0.01%
183,443
+7,589
699
$2.08M ﹤0.01%
24,468
-8,793
700
$2.08M ﹤0.01%
14,774
+7,399
26 27
28
29 30