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
101
$78.5M 0.1%
2,084,518
-267,382
102
$75.4M 0.1%
3,207,894
+124,578
103
$73.9M 0.1%
1,814,697
+292,099
104
$73.8M 0.1%
651,441
-51,877
105
$73.6M 0.1%
974,414
-30,300
106
$72.8M 0.09%
2,680,330
+248,759
107
$72.5M 0.09%
352,291
+17,848
108
$72.3M 0.09%
961,994
+87,542
109
$72.2M 0.09%
147,720
+2,768
110
$70.8M 0.09%
378,287
-8,873
111
$69.6M 0.09%
953,617
-13,341
112
$69.2M 0.09%
2,236,924
+33,755
113
$67.6M 0.09%
711,131
+1,381
114
$67.5M 0.09%
378,807
+2,999
115
$67.5M 0.09%
1,171,817
+558,341
116
$66M 0.09%
597,696
+48,724
117
$64.5M 0.08%
1,255,644
+54,889
118
$64.3M 0.08%
1,116,282
-107,897
119
$64M 0.08%
597,195
+3,067
120
$64M 0.08%
586,669
+15,622
121
$63.6M 0.08%
343,277
+2,515
122
$63.4M 0.08%
650,658
-59,361
123
$62M 0.08%
632,621
+10,546
124
$61.9M 0.08%
1,997,497
-21,566
125
$60.8M 0.08%
1,858,730
+15,445
3 4
5
6 7