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
1126
$546K ﹤0.01%
914
1127
$545K ﹤0.01%
3,655
-1,507
1128
$543K ﹤0.01%
20,126
-93
1129
$542K ﹤0.01%
4,872
+20
1130
$541K ﹤0.01%
8,741
-8,549
1131
$540K ﹤0.01%
15,745
-280
1132
$539K ﹤0.01%
8,946
+483
1133
$538K ﹤0.01%
30,134
+15,784
1134
$538K ﹤0.01%
12,156
-125
1135
$535K ﹤0.01%
5,028
-229
1136
$533K ﹤0.01%
54,978
+4,165
1137
$532K ﹤0.01%
2,113
+37
1138
$526K ﹤0.01%
4,351
-12,282
1139
$522K ﹤0.01%
23,227
-5
1140
$522K ﹤0.01%
27,493
-98
1141
$521K ﹤0.01%
12,016
-147
1142
$521K ﹤0.01%
2,839
-735
1143
$515K ﹤0.01%
5,414
-729
1144
$515K ﹤0.01%
2,786
-318
1145
$515K ﹤0.01%
17,663
+478
1146
$515K ﹤0.01%
16,107
+7,714
1147
$513K ﹤0.01%
7,855
+762
1148
$512K ﹤0.01%
12,013
+1,406
1149
$512K ﹤0.01%
82,081
-4,957
1150
$512K ﹤0.01%
22,374
+8,285
44 45
46
47 48