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
951
$948K ﹤0.01%
9,805
+366
952
$948K ﹤0.01%
8,615
-2,003
953
$948K ﹤0.01%
16,664
+4,054
954
$945K ﹤0.01%
4,810
-120
955
$943K ﹤0.01%
8,786
-748
956
$942K ﹤0.01%
70,362
957
$939K ﹤0.01%
25,514
-494,078
958
$931K ﹤0.01%
5,547
-1,285
959
$931K ﹤0.01%
55,373
+6,147
960
$927K ﹤0.01%
8,143
-62
961
$921K ﹤0.01%
115,802
+54,823
962
$920K ﹤0.01%
9,553
-310
963
$920K ﹤0.01%
6,561
-40
964
$918K ﹤0.01%
32,250
+3,159
965
$913K ﹤0.01%
13,980
-1,086
966
$912K ﹤0.01%
11,944
-364
967
$907K ﹤0.01%
76,131
+74,127
968
$906K ﹤0.01%
8,286
-711
969
$906K ﹤0.01%
5,333
+437
970
$904K ﹤0.01%
29,456
-2,449
971
$898K ﹤0.01%
2,953
+1,702
972
$898K ﹤0.01%
65,064
-503
973
$895K ﹤0.01%
3,107
+414
974
$892K ﹤0.01%
107,000
-2,678
975
$888K ﹤0.01%
12,796
+766
37 38
39
40 41