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
1451
$205K ﹤0.01%
1,654
-297
1452
$205K ﹤0.01%
1,786
1453
$204K ﹤0.01%
24,428
-1,206
1454
$203K ﹤0.01%
5,339
+15
1455
$202K ﹤0.01%
12,164
-181
1456
$202K ﹤0.01%
154
-45
1457
$202K ﹤0.01%
7,947
-1,096
1458
$201K ﹤0.01%
+10,817
1459
$201K ﹤0.01%
68,293
+1,581
1460
$200K ﹤0.01%
+4,791
1461
$199K ﹤0.01%
2,566
-7
1462
$199K ﹤0.01%
645
+154
1463
$199K ﹤0.01%
2,216
+566
1464
$198K ﹤0.01%
2,684
-705
1465
$198K ﹤0.01%
+3,749
1466
$197K ﹤0.01%
14,395
+2,353
1467
$196K ﹤0.01%
728
+166
1468
$196K ﹤0.01%
7,454
-17
1469
$195K ﹤0.01%
+5,401
1470
$195K ﹤0.01%
3,503
+1,464
1471
$194K ﹤0.01%
3,825
-260,019
1472
$194K ﹤0.01%
1,967
-3,828
1473
$194K ﹤0.01%
10,172
+4,050
1474
$193K ﹤0.01%
8,925
-318
1475
$193K ﹤0.01%
6,228
+5,755
57 58
59
60 61