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
701
$2.07M ﹤0.01%
36,692
-468
702
$2.06M ﹤0.01%
72,357
-1,712
703
$2.06M ﹤0.01%
7,056
+539
704
$2.04M ﹤0.01%
49,729
+24,145
705
$2.03M ﹤0.01%
32,495
+4,875
706
$2.03M ﹤0.01%
43,549
-1,904
707
$2.03M ﹤0.01%
48,985
-95,266
708
$2.02M ﹤0.01%
11,954
-144
709
$2.02M ﹤0.01%
65,388
+848
710
$2.02M ﹤0.01%
6,643
-571
711
$2.01M ﹤0.01%
27,524
+12,674
712
$2M ﹤0.01%
16,492
+5,091
713
$1.98M ﹤0.01%
101,515
+37,861
714
$1.96M ﹤0.01%
156,554
+35,970
715
$1.96M ﹤0.01%
41,978
-3,062
716
$1.95M ﹤0.01%
28,609
-883
717
$1.95M ﹤0.01%
34,012
+4,684
718
$1.95M ﹤0.01%
78,821
-3,333
719
$1.94M ﹤0.01%
7,641
+3,514
720
$1.94M ﹤0.01%
36,148
-2,015
721
$1.94M ﹤0.01%
42,719
-10,887
722
$1.93M ﹤0.01%
69,576
-7,723
723
$1.92M ﹤0.01%
151,372
+13,475
724
$1.92M ﹤0.01%
19,325
+1,447
725
$1.9M ﹤0.01%
39,288
-28,086
27 28
29
30 31