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
801
$1.5M ﹤0.01%
56,311
-12,911
802
$1.5M ﹤0.01%
59,174
-3,696
803
$1.49M ﹤0.01%
44,980
-11,123
804
$1.49M ﹤0.01%
56,877
+5,799
805
$1.49M ﹤0.01%
29,457
-24,097
806
$1.48M ﹤0.01%
81,603
-35,693
807
$1.46M ﹤0.01%
26,861
+4,817
808
$1.45M ﹤0.01%
76,210
-6,603
809
$1.44M ﹤0.01%
28,040
-8,580
810
$1.43M ﹤0.01%
18,484
+395
811
$1.43M ﹤0.01%
19,958
+4,138
812
$1.43M ﹤0.01%
52,130
+6,362
813
$1.43M ﹤0.01%
24,327
+7,609
814
$1.43M ﹤0.01%
13,036
-1,187
815
$1.42M ﹤0.01%
21,603
+3,254
816
$1.42M ﹤0.01%
15,141
+2,146
817
$1.42M ﹤0.01%
35,467
-4,045
818
$1.42M ﹤0.01%
16,936
+944
819
$1.42M ﹤0.01%
11,269
+3,229
820
$1.41M ﹤0.01%
18,324
-1,784
821
$1.41M ﹤0.01%
60,419
-5,024
822
$1.4M ﹤0.01%
17,080
-851
823
$1.39M ﹤0.01%
27,817
-473
824
$1.39M ﹤0.01%
15,600
+412
825
$1.39M ﹤0.01%
11,215
+380
31 32
33
34 35