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
1226
$398K ﹤0.01%
5,086
+3,600
1227
$396K ﹤0.01%
+32,573
1228
$396K ﹤0.01%
7,720
+1,345
1229
$395K ﹤0.01%
35,088
-112,535
1230
$395K ﹤0.01%
2,700
-111
1231
$395K ﹤0.01%
49,131
-50,595
1232
$394K ﹤0.01%
2,400
1233
$393K ﹤0.01%
9,620
+4,540
1234
$393K ﹤0.01%
41,611
+821
1235
$393K ﹤0.01%
1,165
+33
1236
$393K ﹤0.01%
5,138
+746
1237
$392K ﹤0.01%
1,327
+252
1238
$392K ﹤0.01%
726
-13,449
1239
$391K ﹤0.01%
6,011
+287
1240
$391K ﹤0.01%
7,731
+753
1241
$389K ﹤0.01%
8,152
+813
1242
$388K ﹤0.01%
27,854
-134,217
1243
$387K ﹤0.01%
11,214
+9,464
1244
$386K ﹤0.01%
22,398
1245
$385K ﹤0.01%
2,471
-1,144
1246
$385K ﹤0.01%
24,874
-904
1247
$382K ﹤0.01%
4,798
+473
1248
$382K ﹤0.01%
5,076
+267
1249
$380K ﹤0.01%
5,235
+1,700
1250
$380K ﹤0.01%
8,880
+1,570
48 49
50
51 52