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
876
$1.22M ﹤0.01%
40,001
+996
877
$1.22M ﹤0.01%
23,200
+1,188
878
$1.21M ﹤0.01%
142,026
879
$1.2M ﹤0.01%
54,143
-590,408
880
$1.2M ﹤0.01%
24,572
+344
881
$1.19M ﹤0.01%
31,204
+2,371
882
$1.19M ﹤0.01%
9,614
-96
883
$1.19M ﹤0.01%
262,817
884
$1.18M ﹤0.01%
48,792
-1,114
885
$1.18M ﹤0.01%
44,731
-3,308
886
$1.18M ﹤0.01%
50,764
+1,652
887
$1.18M ﹤0.01%
43,110
+13,154
888
$1.18M ﹤0.01%
13,013
+1,881
889
$1.16M ﹤0.01%
8,154
+413
890
$1.16M ﹤0.01%
22,741
+17,673
891
$1.14M ﹤0.01%
33,393
+5,460
892
$1.14M ﹤0.01%
22,247
-32,477
893
$1.13M ﹤0.01%
15,094
+3,833
894
$1.13M ﹤0.01%
9,302
-1,442
895
$1.13M ﹤0.01%
21,954
+3,196
896
$1.13M ﹤0.01%
30,774
+1,486
897
$1.11M ﹤0.01%
31,870
-380
898
$1.11M ﹤0.01%
103,326
-22,272
899
$1.11M ﹤0.01%
17,004
+4,266
900
$1.11M ﹤0.01%
19,036
-2,905
34 35
36
37 38