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
851
$1.3M ﹤0.01%
10,730
-1,809
852
$1.3M ﹤0.01%
3,237
+987
853
$1.3M ﹤0.01%
8,510
-1,786
854
$1.3M ﹤0.01%
16,792
+1,225
855
$1.29M ﹤0.01%
11,799
+10,762
856
$1.29M ﹤0.01%
13,123
-839
857
$1.29M ﹤0.01%
14,251
+61
858
$1.29M ﹤0.01%
61,944
+6,539
859
$1.29M ﹤0.01%
8,837
+14
860
$1.28M ﹤0.01%
20,564
-400
861
$1.28M ﹤0.01%
44,488
-3,431
862
$1.28M ﹤0.01%
16,791
+685
863
$1.27M ﹤0.01%
44,996
-8,086
864
$1.26M ﹤0.01%
8,553
+360
865
$1.26M ﹤0.01%
107,643
-13,465
866
$1.26M ﹤0.01%
18,251
+1,525
867
$1.26M ﹤0.01%
7,585
+375
868
$1.25M ﹤0.01%
7,485
-579
869
$1.24M ﹤0.01%
24,582
+1,150
870
$1.24M ﹤0.01%
16,750
+6,804
871
$1.24M ﹤0.01%
15,191
-1,550
872
$1.24M ﹤0.01%
13,508
+381
873
$1.23M ﹤0.01%
35,445
+1,076
874
$1.23M ﹤0.01%
50,437
+17,816
875
$1.22M ﹤0.01%
49,435
+23,335
33 34
35
36 37