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
1001
$818K ﹤0.01%
70,277
-2,509
1002
$818K ﹤0.01%
7,273
+26
1003
$816K ﹤0.01%
19,978
+5,073
1004
$813K ﹤0.01%
12,851
-117
1005
$813K ﹤0.01%
19,406
-5,332
1006
$809K ﹤0.01%
3,598
+1,903
1007
$802K ﹤0.01%
13,500
-98
1008
$801K ﹤0.01%
17,419
+2,397
1009
$799K ﹤0.01%
5,589
+156
1010
$794K ﹤0.01%
11,434
+927
1011
$794K ﹤0.01%
29,598
-969
1012
$793K ﹤0.01%
70,828
+847
1013
$791K ﹤0.01%
19,261
+445
1014
$791K ﹤0.01%
18,296
+888
1015
$786K ﹤0.01%
7,705
+3,648
1016
$786K ﹤0.01%
20,137
-614
1017
$782K ﹤0.01%
32,654
+21,102
1018
$781K ﹤0.01%
26,722
-291
1019
$778K ﹤0.01%
27,010
-52,163
1020
$773K ﹤0.01%
2,847
+390
1021
$773K ﹤0.01%
1,453
-411
1022
$773K ﹤0.01%
27,317
+6,691
1023
$773K ﹤0.01%
17,495
+330
1024
$772K ﹤0.01%
43,010
-10,564
1025
$770K ﹤0.01%
7,130
-223
39 40
41
42 43