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
1276
$354K ﹤0.01%
5,479
-102
1277
$353K ﹤0.01%
18,392
+1,160
1278
$351K ﹤0.01%
29,629
+2,302
1279
$351K ﹤0.01%
4,153
+508
1280
$350K ﹤0.01%
6,998
+1,232
1281
$348K ﹤0.01%
7,188
+1,474
1282
$348K ﹤0.01%
7,023
+1,021
1283
$347K ﹤0.01%
67,685
+3,408
1284
$347K ﹤0.01%
2,984
+1
1285
$346K ﹤0.01%
3,578
+396
1286
$345K ﹤0.01%
6,382
+1,609
1287
$344K ﹤0.01%
2,868
+347
1288
$344K ﹤0.01%
8,404
-1,810
1289
$343K ﹤0.01%
2,085
+142
1290
$343K ﹤0.01%
18,633
-6,000
1291
$343K ﹤0.01%
1,311
-11
1292
$337K ﹤0.01%
11,645
-37
1293
$337K ﹤0.01%
4,715
-59
1294
$337K ﹤0.01%
2,000
1295
$334K ﹤0.01%
14,521
-318
1296
$332K ﹤0.01%
4,985
+343
1297
$332K ﹤0.01%
104,300
-51,585
1298
$331K ﹤0.01%
2,179
+23
1299
$330K ﹤0.01%
7,492
+57
1300
$327K ﹤0.01%
4,076
+404
50 51
52
53 54