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
826
$1.38M ﹤0.01%
7,412
-222
827
$1.38M ﹤0.01%
3,964
+1,009
828
$1.38M ﹤0.01%
16,999
+8,050
829
$1.37M ﹤0.01%
23,681
+1,117
830
$1.37M ﹤0.01%
40,834
+1,936
831
$1.37M ﹤0.01%
15,437
+1,374
832
$1.37M ﹤0.01%
40,503
-5,047
833
$1.36M ﹤0.01%
19,712
+2,249
834
$1.36M ﹤0.01%
6,545
+379
835
$1.36M ﹤0.01%
12,044
+1,154
836
$1.35M ﹤0.01%
28,092
+916
837
$1.35M ﹤0.01%
146,009
+385
838
$1.34M ﹤0.01%
69,111
-3,329
839
$1.34M ﹤0.01%
14,292
+7,772
840
$1.34M ﹤0.01%
5,910
-192
841
$1.33M ﹤0.01%
7,968
+31
842
$1.33M ﹤0.01%
23,573
-489
843
$1.33M ﹤0.01%
9,709
-702
844
$1.32M ﹤0.01%
166,911
+68,851
845
$1.32M ﹤0.01%
8,218
-216
846
$1.32M ﹤0.01%
66,490
+42,865
847
$1.32M ﹤0.01%
19,424
-976
848
$1.32M ﹤0.01%
2,942
+230
849
$1.31M ﹤0.01%
6,618
-1,004
850
$1.3M ﹤0.01%
20,500
+530
32 33
34
35 36