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
1476
$193K ﹤0.01%
5,000
1477
$192K ﹤0.01%
3,452
+154
1478
$192K ﹤0.01%
6,499
+275
1479
$192K ﹤0.01%
8,392
1480
$191K ﹤0.01%
6,056
-125
1481
$191K ﹤0.01%
3,611
-240
1482
$191K ﹤0.01%
5,279
1483
$191K ﹤0.01%
2,030
-5
1484
$191K ﹤0.01%
6,005
+2,700
1485
$190K ﹤0.01%
13,273
+2,991
1486
$190K ﹤0.01%
667
+435
1487
$190K ﹤0.01%
3,420
-337
1488
$190K ﹤0.01%
3,027
-814
1489
$190K ﹤0.01%
1,275
-100
1490
$190K ﹤0.01%
3,030
-2,236
1491
$189K ﹤0.01%
8,430
-1,147
1492
$189K ﹤0.01%
4,783
+26
1493
$188K ﹤0.01%
18,859
1494
$187K ﹤0.01%
744
+37
1495
$186K ﹤0.01%
2,072
-769
1496
$186K ﹤0.01%
8,935
-649
1497
$186K ﹤0.01%
3,296
+322
1498
$185K ﹤0.01%
1,736
-450
1499
$185K ﹤0.01%
962
+582
1500
$184K ﹤0.01%
3,755
+477
58 59
60
61 62