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
1151
$512K ﹤0.01%
14,854
-2,259
1152
$510K ﹤0.01%
4,408
+321
1153
$506K ﹤0.01%
8,484
+4,109
1154
$506K ﹤0.01%
14,725
-390
1155
$505K ﹤0.01%
9,500
-515
1156
$503K ﹤0.01%
92,311
+5,613
1157
$501K ﹤0.01%
56,179
+4,211
1158
$500K ﹤0.01%
8,710
-637
1159
$498K ﹤0.01%
6,925
+747
1160
$498K ﹤0.01%
16,693
-8,434
1161
$497K ﹤0.01%
10,504
+1,732
1162
$496K ﹤0.01%
30,885
+4,875
1163
$496K ﹤0.01%
30,081
+727
1164
$493K ﹤0.01%
24,498
-5,291
1165
$488K ﹤0.01%
9,330
-356
1166
$485K ﹤0.01%
5,326
+168
1167
$484K ﹤0.01%
19,752
-2,850
1168
$480K ﹤0.01%
3,634
-659
1169
$479K ﹤0.01%
16,488
+3,406
1170
$479K ﹤0.01%
8,853
-1,519
1171
$478K ﹤0.01%
4,028
+172
1172
$477K ﹤0.01%
8,226
-838
1173
$477K ﹤0.01%
2,508
+118
1174
$477K ﹤0.01%
8,458
+2,298
1175
$477K ﹤0.01%
6,054
-30
45 46
47
48 49