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
1501
$184K ﹤0.01%
3,437
+59
1502
$184K ﹤0.01%
53,038
-25,018
1503
$183K ﹤0.01%
561
1504
$182K ﹤0.01%
11,653
-839
1505
$179K ﹤0.01%
8,107
-109
1506
$179K ﹤0.01%
4,212
+691
1507
$178K ﹤0.01%
5,695
+2,120
1508
$178K ﹤0.01%
20,461
-190,923
1509
$178K ﹤0.01%
1,019
+984
1510
$178K ﹤0.01%
6,077
-607
1511
$178K ﹤0.01%
1,749
-400
1512
$178K ﹤0.01%
4,196
-1,743
1513
$177K ﹤0.01%
1,479
+32
1514
$176K ﹤0.01%
+11,121
1515
$175K ﹤0.01%
3,923
+1,583
1516
$175K ﹤0.01%
880
+232
1517
$174K ﹤0.01%
+6,243
1518
$173K ﹤0.01%
6,331
-1,896
1519
$173K ﹤0.01%
5,441
-281
1520
$172K ﹤0.01%
10,373
+23
1521
$172K ﹤0.01%
2,572
-10
1522
$172K ﹤0.01%
3,506
1523
$171K ﹤0.01%
1,980
1524
$171K ﹤0.01%
2,792
1525
$171K ﹤0.01%
4,198
-425
59 60
61
62 63