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
976
$887K ﹤0.01%
26,852
+1,653
977
$885K ﹤0.01%
37,695
+5,891
978
$882K ﹤0.01%
33,213
+1,010
979
$878K ﹤0.01%
14,872
+5,494
980
$876K ﹤0.01%
19,583
-3,298
981
$873K ﹤0.01%
13,693
+1,999
982
$872K ﹤0.01%
6,107
+429
983
$871K ﹤0.01%
7,569
-163
984
$864K ﹤0.01%
29,452
+13,820
985
$860K ﹤0.01%
8,048
-253
986
$860K ﹤0.01%
2,645
+26
987
$853K ﹤0.01%
37,647
+15,272
988
$853K ﹤0.01%
4,964
-30
989
$852K ﹤0.01%
9,013
+857
990
$849K ﹤0.01%
45,088
-1,953
991
$848K ﹤0.01%
17,226
-4,558
992
$845K ﹤0.01%
83,211
+2,691
993
$843K ﹤0.01%
20,958
-50,353
994
$833K ﹤0.01%
83,480
-5,012
995
$830K ﹤0.01%
+25,000
996
$830K ﹤0.01%
2,756
+76
997
$828K ﹤0.01%
18,971
998
$825K ﹤0.01%
8,233
-306
999
$820K ﹤0.01%
10,156
+312
1000
$819K ﹤0.01%
10,359
-603
38 39
40
41 42