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
1076
$645K ﹤0.01%
3,851
+255
1077
$639K ﹤0.01%
24,492
-7,485
1078
$638K ﹤0.01%
28,263
-69
1079
$638K ﹤0.01%
15,507
-8,183
1080
$631K ﹤0.01%
26,250
+2,455
1081
$629K ﹤0.01%
2,764
-208
1082
$626K ﹤0.01%
30,903
-5,687
1083
$625K ﹤0.01%
3,999
+43
1084
$620K ﹤0.01%
16,756
+42
1085
$615K ﹤0.01%
15,672
+3,162
1086
$613K ﹤0.01%
22,943
-5,796
1087
$611K ﹤0.01%
5,762
-272
1088
$611K ﹤0.01%
30,224
+26,964
1089
$610K ﹤0.01%
9,741
-4,678
1090
$608K ﹤0.01%
6,253
-24
1091
$608K ﹤0.01%
7,154
+1,230
1092
$608K ﹤0.01%
8,766
-943
1093
$605K ﹤0.01%
26,614
+938
1094
$605K ﹤0.01%
17,838
-931
1095
$605K ﹤0.01%
10,884
+268
1096
$603K ﹤0.01%
25,194
1097
$601K ﹤0.01%
19,819
+1,313
1098
$597K ﹤0.01%
35,773
-7,659
1099
$596K ﹤0.01%
7,342
-10,799
1100
$594K ﹤0.01%
1,617
-14
42 43
44
45 46