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
751
$1.73M ﹤0.01%
11,282
-47
752
$1.72M ﹤0.01%
4,600
+669
753
$1.72M ﹤0.01%
14,161
+653
754
$1.72M ﹤0.01%
40,394
+13,522
755
$1.71M ﹤0.01%
69,576
+782
756
$1.71M ﹤0.01%
47,317
-13,528
757
$1.71M ﹤0.01%
15,033
+3,365
758
$1.71M ﹤0.01%
39,766
-1,960
759
$1.7M ﹤0.01%
18,499
+1,300
760
$1.67M ﹤0.01%
81,282
+12,008
761
$1.66M ﹤0.01%
18,837
-1,677
762
$1.66M ﹤0.01%
33,846
-25,245
763
$1.66M ﹤0.01%
26,912
+45
764
$1.66M ﹤0.01%
29,625
+1,143
765
$1.66M ﹤0.01%
59,868
+59,664
766
$1.65M ﹤0.01%
35,176
-2,724
767
$1.64M ﹤0.01%
107,148
-16,226
768
$1.64M ﹤0.01%
7,950
+323
769
$1.64M ﹤0.01%
24,660
-5,635
770
$1.64M ﹤0.01%
30,423
+848
771
$1.63M ﹤0.01%
11,348
-188
772
$1.63M ﹤0.01%
121,805
-6,075
773
$1.63M ﹤0.01%
36,546
+1,716
774
$1.62M ﹤0.01%
8,253
+304
775
$1.62M ﹤0.01%
13,371
-264
29 30
31
32 33