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
1026
$768K ﹤0.01%
20,172
+16,302
1027
$766K ﹤0.01%
30,235
+2,114
1028
$763K ﹤0.01%
9,314
+1,268
1029
$763K ﹤0.01%
32,727
+3,303
1030
$762K ﹤0.01%
21,225
-6,090
1031
$749K ﹤0.01%
22,575
+1,945
1032
$746K ﹤0.01%
4,872
-134
1033
$743K ﹤0.01%
20,665
-368
1034
$740K ﹤0.01%
6,113
+1,282
1035
$740K ﹤0.01%
18,621
+7,483
1036
$737K ﹤0.01%
22,196
-3,211
1037
$734K ﹤0.01%
9,282
1038
$732K ﹤0.01%
8,390
-331
1039
$731K ﹤0.01%
28,392
-8,114
1040
$731K ﹤0.01%
27,783
-1,307
1041
$730K ﹤0.01%
24,628
+1,213
1042
$728K ﹤0.01%
12,395
-15
1043
$728K ﹤0.01%
12,895
+115
1044
$727K ﹤0.01%
3,233
-225
1045
$722K ﹤0.01%
23,868
+18,034
1046
$719K ﹤0.01%
5,292
+661
1047
$711K ﹤0.01%
1,540
-55
1048
$711K ﹤0.01%
5,481
-961
1049
$707K ﹤0.01%
3,998
+759
1050
$707K ﹤0.01%
1,998
-32
40 41
42
43 44