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
76
$98.8M 0.13%
625,831
-64,204
77
$98M 0.13%
645,621
-334
78
$97.3M 0.13%
982,222
+440,220
79
$94M 0.12%
1,698,846
+340,361
80
$93.7M 0.12%
848,037
+7,096
81
$93.3M 0.12%
1,842,118
-157,996
82
$93.2M 0.12%
2,022,330
-59,209
83
$93M 0.12%
4,157,604
-364,500
84
$91.7M 0.12%
805,181
-73,381
85
$91.1M 0.12%
231,735
-16,025
86
$90.9M 0.12%
873,526
-78,888
87
$90M 0.12%
289,727
+9,555
88
$88.8M 0.11%
564,252
+10,810
89
$88.2M 0.11%
3,723,909
+3,795
90
$87.8M 0.11%
1,851,896
-353,964
91
$87.4M 0.11%
4,665,324
+274,228
92
$85.3M 0.11%
192,969
-5,020
93
$84.3M 0.11%
696,839
+14,363
94
$83.9M 0.11%
2,532,038
-543,272
95
$83.9M 0.11%
622,295
+113,963
96
$82.7M 0.11%
1,706,883
-160,999
97
$81.2M 0.11%
384,539
+12,541
98
$80.4M 0.1%
485,943
+11,255
99
$79.5M 0.1%
1,070,835
+2,794
100
$79M 0.1%
1,436,212
-52,596
2 3
4
5 6