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
1401
$236K ﹤0.01%
6,000
1402
$235K ﹤0.01%
28,768
+2,826
1403
$235K ﹤0.01%
8,561
+1,650
1404
$235K ﹤0.01%
4,329
-936
1405
$233K ﹤0.01%
6,154
-903
1406
$232K ﹤0.01%
495
+139
1407
$232K ﹤0.01%
6,472
-20
1408
$231K ﹤0.01%
677
+115
1409
$230K ﹤0.01%
4,915
-35
1410
$228K ﹤0.01%
5,805
-606
1411
$228K ﹤0.01%
3,690
+134
1412
$228K ﹤0.01%
30,887
-5,222
1413
$227K ﹤0.01%
18,619
+4,700
1414
$226K ﹤0.01%
11,912
-626
1415
$226K ﹤0.01%
3,460
-645
1416
$226K ﹤0.01%
2,370
+2
1417
$226K ﹤0.01%
4,173
+1,996
1418
$225K ﹤0.01%
1,725
-97
1419
$225K ﹤0.01%
6,779
-144
1420
$224K ﹤0.01%
539
+50
1421
$223K ﹤0.01%
17,937
1422
$223K ﹤0.01%
7,512
1423
$223K ﹤0.01%
2,650
-38
1424
$220K ﹤0.01%
3,258
+58
1425
$219K ﹤0.01%
2,422
+25
55 56
57
58 59