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
1201
$434K ﹤0.01%
7,852
-712
1202
$428K ﹤0.01%
1,959
-12
1203
$426K ﹤0.01%
2,200
1204
$426K ﹤0.01%
3,708
+752
1205
$425K ﹤0.01%
+49,810
1206
$424K ﹤0.01%
30,688
+3,272
1207
$423K ﹤0.01%
40,131
+3,579
1208
$421K ﹤0.01%
13,198
1209
$420K ﹤0.01%
9,810
+700
1210
$419K ﹤0.01%
41,073
-8,742
1211
$419K ﹤0.01%
18,168
-207
1212
$418K ﹤0.01%
16,890
-795
1213
$416K ﹤0.01%
7,413
-728
1214
$414K ﹤0.01%
35,659
+7,371
1215
$413K ﹤0.01%
26,396
-1,526
1216
$410K ﹤0.01%
1,742
+83
1217
$409K ﹤0.01%
13,024
-662
1218
$409K ﹤0.01%
2,240
-218
1219
$407K ﹤0.01%
1,801
-43
1220
$406K ﹤0.01%
38,973
-2,967
1221
$406K ﹤0.01%
3,717
+58
1222
$405K ﹤0.01%
24,076
-995
1223
$404K ﹤0.01%
4,390
+3,690
1224
$402K ﹤0.01%
4,930
-270
1225
$400K ﹤0.01%
9,961
-573
47 48
49
50 51