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
1301
$327K ﹤0.01%
7,300
+1
1302
$325K ﹤0.01%
3,066
-228
1303
$325K ﹤0.01%
6,232
1304
$323K ﹤0.01%
25,273
+4,956
1305
$322K ﹤0.01%
12,587
-1,294
1306
$321K ﹤0.01%
8,253
-947
1307
$320K ﹤0.01%
6,818
+5,801
1308
$320K ﹤0.01%
27,494
+2,695
1309
$320K ﹤0.01%
7,967
-375
1310
$319K ﹤0.01%
5,629
-365
1311
$318K ﹤0.01%
2,022
+881
1312
$317K ﹤0.01%
9,475
+1,345
1313
$317K ﹤0.01%
33,135
+28,994
1314
$316K ﹤0.01%
16,750
-15
1315
$316K ﹤0.01%
18,780
+141
1316
$315K ﹤0.01%
9,241
-1,360
1317
$314K ﹤0.01%
17,009
-56,000
1318
$314K ﹤0.01%
1,633
-698
1319
$313K ﹤0.01%
3,304
-1,019
1320
$313K ﹤0.01%
7,331
+185
1321
$313K ﹤0.01%
7,382
+53
1322
$312K ﹤0.01%
13,294
+168
1323
$311K ﹤0.01%
1,991
+319
1324
$311K ﹤0.01%
2,303
-5
1325
$307K ﹤0.01%
5,425
51 52
53
54 55