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
1051
$702K ﹤0.01%
10,606
-1,064
1052
$690K ﹤0.01%
12,212
-658
1053
$688K ﹤0.01%
17,695
-8,445
1054
$687K ﹤0.01%
16,417
+9,335
1055
$682K ﹤0.01%
133,815
-165,233
1056
$681K ﹤0.01%
28,842
-356
1057
$678K ﹤0.01%
9,145
+1,334
1058
$678K ﹤0.01%
4,635
-6,465
1059
$677K ﹤0.01%
22,200
+195
1060
$676K ﹤0.01%
8,367
-1,176
1061
$675K ﹤0.01%
6,057
-87
1062
$671K ﹤0.01%
7,917
+636
1063
$667K ﹤0.01%
24,537
-1,998
1064
$665K ﹤0.01%
18,538
+8,333
1065
$661K ﹤0.01%
28,759
+4,519
1066
$661K ﹤0.01%
16,586
-2,177
1067
$660K ﹤0.01%
7,480
-42,967
1068
$660K ﹤0.01%
18,415
+3,419
1069
$659K ﹤0.01%
18,385
-450
1070
$657K ﹤0.01%
3,740
+3,479
1071
$653K ﹤0.01%
14,324
+650
1072
$652K ﹤0.01%
11,881
-4,340
1073
$650K ﹤0.01%
23,321
-13,951
1074
$648K ﹤0.01%
9,178
+2,442
1075
$647K ﹤0.01%
49,564
+14,236
41 42
43
44 45