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
1426
$218K ﹤0.01%
1,038
+15
1427
$217K ﹤0.01%
2,058
+193
1428
$217K ﹤0.01%
50,346
1429
$216K ﹤0.01%
6,881
+1,661
1430
$215K ﹤0.01%
9,300
-350
1431
$215K ﹤0.01%
1,292
+52
1432
$215K ﹤0.01%
4,077
+122
1433
$215K ﹤0.01%
8,224
-174
1434
$215K ﹤0.01%
10,443
-346
1435
$214K ﹤0.01%
2,470
-87
1436
$212K ﹤0.01%
2,446
1437
$211K ﹤0.01%
12,483
+682
1438
$211K ﹤0.01%
2,126
+79
1439
$211K ﹤0.01%
4,900
+1,068
1440
$210K ﹤0.01%
17,861
-500
1441
$208K ﹤0.01%
2,071
-510
1442
$207K ﹤0.01%
256
+39
1443
$207K ﹤0.01%
8,362
-134,701
1444
$207K ﹤0.01%
2,852
-30
1445
$207K ﹤0.01%
1,511
1446
$207K ﹤0.01%
4,007
+7
1447
$206K ﹤0.01%
9,862
+1,268
1448
$206K ﹤0.01%
4,580
1449
$206K ﹤0.01%
1,580
-216
1450
$206K ﹤0.01%
6,534
+225
56 57
58
59 60