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
126
$60.4M 0.08%
1,696,926
+461,830
127
$59.9M 0.08%
228,835
+7,558
128
$59.8M 0.08%
771,147
-209,351
129
$59.5M 0.08%
793,538
+3,434
130
$58.9M 0.08%
609,271
+71,991
131
$58.8M 0.08%
1,201,858
+14,246
132
$58.6M 0.08%
1,722,352
+169,032
133
$58M 0.07%
400,953
-58,304
134
$57.6M 0.07%
789,416
+50,188
135
$56.5M 0.07%
525,173
-30,329
136
$55.6M 0.07%
106,635
+3,179
137
$55.6M 0.07%
962,912
+435,104
138
$54M 0.07%
902,504
+808,184
139
$53.6M 0.07%
561,703
+8,945
140
$53.3M 0.07%
497,295
+10,891
141
$53.3M 0.07%
374,786
+3,194
142
$53.2M 0.07%
216,150
-38,683
143
$53M 0.07%
490,197
+184,390
144
$52.4M 0.07%
1,112,362
-44,812
145
$52M 0.07%
129,627
+3,580
146
$50.4M 0.07%
515,911
+8,306
147
$49.6M 0.06%
449,117
-8,193
148
$49.5M 0.06%
254,474
-14,098
149
$49.3M 0.06%
2,001,799
-81,384
150
$48.2M 0.06%
232,245
-2,169
4 5
6
7 8