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
926
$1.02M ﹤0.01%
18,721
+801
927
$1.02M ﹤0.01%
31,155
-8,428
928
$1.02M ﹤0.01%
23,231
+4,761
929
$1.01M ﹤0.01%
9,719
-2,394
930
$1.01M ﹤0.01%
22,661
-852
931
$1.01M ﹤0.01%
15,962
+3,628
932
$1.01M ﹤0.01%
3,901
+163
933
$1.01M ﹤0.01%
2,004
+343
934
$1M ﹤0.01%
20,436
+5,139
935
$1M ﹤0.01%
10,614
+273
936
$1,000K ﹤0.01%
55,525
-13,970
937
$997K ﹤0.01%
32,476
+4,411
938
$996K ﹤0.01%
6,153
+239
939
$995K ﹤0.01%
17,095
+7,920
940
$994K ﹤0.01%
22,628
-687
941
$982K ﹤0.01%
34,153
+12,556
942
$981K ﹤0.01%
84,150
-9,392
943
$978K ﹤0.01%
17,122
+16,839
944
$977K ﹤0.01%
6,244
-1,624
945
$972K ﹤0.01%
25,863
+1,599
946
$971K ﹤0.01%
52,843
-3,769
947
$969K ﹤0.01%
16,300
+3,396
948
$961K ﹤0.01%
14,388
+477
949
$955K ﹤0.01%
20,940
+11,685
950
$952K ﹤0.01%
10,094
-706
36 37
38
39 40