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
726
$1.9M ﹤0.01%
46,824
-7,024
727
$1.89M ﹤0.01%
20,741
-948
728
$1.89M ﹤0.01%
36,250
+18,299
729
$1.88M ﹤0.01%
105,686
+11,756
730
$1.84M ﹤0.01%
18,721
+11,471
731
$1.84M ﹤0.01%
14,347
+1,182
732
$1.84M ﹤0.01%
36,005
-2,255
733
$1.84M ﹤0.01%
46,365
-3,311
734
$1.84M ﹤0.01%
57,706
+10,398
735
$1.83M ﹤0.01%
29,166
+278
736
$1.83M ﹤0.01%
40,102
+79
737
$1.81M ﹤0.01%
29,164
-1,404
738
$1.81M ﹤0.01%
9,384
+2,951
739
$1.8M ﹤0.01%
36,239
+455
740
$1.8M ﹤0.01%
38,268
-4,863
741
$1.8M ﹤0.01%
23,681
-2,846
742
$1.8M ﹤0.01%
23,517
+14,502
743
$1.8M ﹤0.01%
11,287
-409
744
$1.79M ﹤0.01%
5,423
+408
745
$1.79M ﹤0.01%
66,097
-2,378
746
$1.78M ﹤0.01%
31,235
+15,867
747
$1.76M ﹤0.01%
26,032
+4
748
$1.75M ﹤0.01%
60,831
-1,898
749
$1.75M ﹤0.01%
30,036
-42
750
$1.75M ﹤0.01%
82,072
+5,394
28 29
30
31 32