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
1251
$380K ﹤0.01%
18,532
-4,264
1252
$379K ﹤0.01%
2,851
-6,106
1253
$378K ﹤0.01%
9,671
+1,172
1254
$377K ﹤0.01%
5,761
+33
1255
$375K ﹤0.01%
12,537
+5,215
1256
$373K ﹤0.01%
5,800
+655
1257
$373K ﹤0.01%
3,590
+77
1258
$372K ﹤0.01%
2,610
-13
1259
$372K ﹤0.01%
22,192
+1,451
1260
$370K ﹤0.01%
6,929
+947
1261
$369K ﹤0.01%
10,006
-2,891
1262
$369K ﹤0.01%
22,270
+501
1263
$365K ﹤0.01%
1,848
+40
1264
$362K ﹤0.01%
57
+20
1265
$360K ﹤0.01%
13,879
-7
1266
$359K ﹤0.01%
5,541
+117
1267
$359K ﹤0.01%
3,734
+3,582
1268
$358K ﹤0.01%
4,112
+1,395
1269
$358K ﹤0.01%
16,438
-15,994
1270
$357K ﹤0.01%
7,833
-381
1271
$357K ﹤0.01%
1,540
-69
1272
$356K ﹤0.01%
19,576
+8,000
1273
$356K ﹤0.01%
8,526
-236
1274
$355K ﹤0.01%
4,198
-37
1275
$354K ﹤0.01%
4,000
-437
49 50
51
52 53