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
1176
$474K ﹤0.01%
33,578
-798
1177
$474K ﹤0.01%
4,405
-96
1178
$474K ﹤0.01%
14,460
+105
1179
$473K ﹤0.01%
5,942
-3,323
1180
$469K ﹤0.01%
11,633
+58
1181
$468K ﹤0.01%
13,377
+2,538
1182
$465K ﹤0.01%
17,009
+971
1183
$465K ﹤0.01%
47,498
+5,564
1184
$464K ﹤0.01%
8,810
+3,062
1185
$462K ﹤0.01%
24,792
+3,604
1186
$462K ﹤0.01%
5,858
1187
$461K ﹤0.01%
8,755
+220
1188
$460K ﹤0.01%
20,789
+9,373
1189
$459K ﹤0.01%
5,430
+483
1190
$457K ﹤0.01%
9,216
+2,191
1191
$457K ﹤0.01%
2,417
+138
1192
$456K ﹤0.01%
2,019
+52
1193
$453K ﹤0.01%
6,390
-502
1194
$449K ﹤0.01%
6,968
+726
1195
$445K ﹤0.01%
6,768
+1,867
1196
$445K ﹤0.01%
11,008
-197
1197
$445K ﹤0.01%
4,754
+379
1198
$436K ﹤0.01%
3,629
+115
1199
$435K ﹤0.01%
12,923
+251
1200
$435K ﹤0.01%
5,746
-173
46 47
48
49 50