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
51
$164M 0.21%
3,298,363
+268,014
52
$153M 0.2%
2,110,927
-13,775
53
$144M 0.19%
2,126,682
+3,761
54
$141M 0.18%
2,803,364
-143,086
55
$137M 0.18%
1,691,111
+53,593
56
$134M 0.17%
923,686
+1,084
57
$132M 0.17%
952,028
-6,118
58
$131M 0.17%
5,385,555
+215,398
59
$130M 0.17%
1,712,508
-337,915
60
$126M 0.16%
437,693
-624
61
$124M 0.16%
522,363
-2,885
62
$123M 0.16%
2,374,756
+1,092,291
63
$117M 0.15%
2,113,342
+32,268
64
$114M 0.15%
1,615,716
-63,738
65
$112M 0.15%
4,450,164
+212,439
66
$112M 0.14%
456,604
+27,120
67
$111M 0.14%
670,329
+8,813
68
$110M 0.14%
3,403,348
+480,657
69
$107M 0.14%
701,770
+150,909
70
$106M 0.14%
2,057,759
+25,597
71
$106M 0.14%
219,511
+20,117
72
$103M 0.13%
3,791,690
+769,426
73
$101M 0.13%
2,141,676
+111,650
74
$99.9M 0.13%
185,580
+6,565
75
$99.4M 0.13%
289,089
-10,022
1 2
3
4 5