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
1351
$284K ﹤0.01%
1,136
-44
1352
$283K ﹤0.01%
3,860
-22,273
1353
$282K ﹤0.01%
6,562
+1,730
1354
$282K ﹤0.01%
15,209
-7,768
1355
$281K ﹤0.01%
4,663
-314
1356
$280K ﹤0.01%
5,436
+3,189
1357
$279K ﹤0.01%
43,128
-3,423
1358
$276K ﹤0.01%
25,120
-2,000
1359
$276K ﹤0.01%
1,996
-63
1360
$275K ﹤0.01%
1,561
-23
1361
$273K ﹤0.01%
1,160
+125
1362
$273K ﹤0.01%
6,645
-257
1363
$272K ﹤0.01%
6,495
-274
1364
$269K ﹤0.01%
11,701
+1,609
1365
$269K ﹤0.01%
1,930
-350
1366
$268K ﹤0.01%
3,313
-26
1367
$268K ﹤0.01%
5,599
-493
1368
$265K ﹤0.01%
3,144
+447
1369
$264K ﹤0.01%
6,587
+441
1370
$263K ﹤0.01%
2,375
+388
1371
$261K ﹤0.01%
2,225
-14,467
1372
$260K ﹤0.01%
35,987
-955
1373
$259K ﹤0.01%
7,709
-2,627
1374
$259K ﹤0.01%
4,790
+3,010
1375
$257K ﹤0.01%
35,000
53 54
55
56 57