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
1101
$594K ﹤0.01%
14,044
+1,955
1102
$589K ﹤0.01%
4,426
+283
1103
$586K ﹤0.01%
14,828
-1,262
1104
$584K ﹤0.01%
16,030
-13,495
1105
$582K ﹤0.01%
27,214
-3,252
1106
$580K ﹤0.01%
9,040
+6,340
1107
$580K ﹤0.01%
6,926
-394
1108
$576K ﹤0.01%
10,878
+25
1109
$576K ﹤0.01%
1,505
+181
1110
$573K ﹤0.01%
15,926
-2,626
1111
$569K ﹤0.01%
5,755
+490
1112
$559K ﹤0.01%
8,164
+7,279
1113
$558K ﹤0.01%
18,990
+4,130
1114
$558K ﹤0.01%
22,760
-636
1115
$557K ﹤0.01%
72,392
+5,771
1116
$556K ﹤0.01%
4,204
-4,431
1117
$555K ﹤0.01%
4,491
-1,248
1118
$555K ﹤0.01%
5,647
+320
1119
$553K ﹤0.01%
110,663
-10,071
1120
$552K ﹤0.01%
1,665
+102
1121
$552K ﹤0.01%
50,462
+12,987
1122
$551K ﹤0.01%
8,389
+803
1123
$551K ﹤0.01%
7,334
+6,929
1124
$549K ﹤0.01%
9,014
-2,292
1125
$549K ﹤0.01%
32,658
-2,719
43 44
45
46 47