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
1326
$307K ﹤0.01%
21,275
1327
$306K ﹤0.01%
71,242
+103
1328
$305K ﹤0.01%
2,927
+325
1329
$305K ﹤0.01%
741
+77
1330
$304K ﹤0.01%
3,998
+145
1331
$303K ﹤0.01%
2,784
+529
1332
$300K ﹤0.01%
4,833
-468
1333
$300K ﹤0.01%
26,157
-1,151
1334
$299K ﹤0.01%
14,865
-1,362
1335
$298K ﹤0.01%
4,046
1336
$298K ﹤0.01%
2,424
-1,575
1337
$297K ﹤0.01%
1,786
+121
1338
$297K ﹤0.01%
795
+9
1339
$296K ﹤0.01%
15,490
-554
1340
$293K ﹤0.01%
888
-268
1341
$292K ﹤0.01%
43,562
+3,994
1342
$292K ﹤0.01%
12,372
+4,059
1343
$292K ﹤0.01%
61,504
+18,997
1344
$291K ﹤0.01%
4,057
+95
1345
$291K ﹤0.01%
8,719
+2,264
1346
$289K ﹤0.01%
11,079
+578
1347
$287K ﹤0.01%
4,158
-1,215
1348
$286K ﹤0.01%
8,886
+1,114
1349
$285K ﹤0.01%
14,256
+79
1350
$285K ﹤0.01%
6,810
+882
52 53
54
55 56