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
1526
$171K ﹤0.01%
10,529
+4,800
1527
$170K ﹤0.01%
2,509
+1,430
1528
$169K ﹤0.01%
3,255
+1,582
1529
$168K ﹤0.01%
3,533
+3,521
1530
$168K ﹤0.01%
1,795
+238
1531
$168K ﹤0.01%
2,003
+27
1532
$167K ﹤0.01%
1,632
-592
1533
$167K ﹤0.01%
26,162
-7,902
1534
$167K ﹤0.01%
415
1535
$167K ﹤0.01%
4,261
+61
1536
$166K ﹤0.01%
2,315
-29
1537
$166K ﹤0.01%
11,942
-562
1538
$165K ﹤0.01%
+15,000
1539
$165K ﹤0.01%
5,045
-7
1540
$165K ﹤0.01%
3,894
1541
$165K ﹤0.01%
2,145
-1,460
1542
$164K ﹤0.01%
19,100
1543
$164K ﹤0.01%
7,221
1544
$164K ﹤0.01%
1,700
1545
$164K ﹤0.01%
5,845
-1,621
1546
$163K ﹤0.01%
3,252
-106
1547
$162K ﹤0.01%
21,841
-38,189
1548
$162K ﹤0.01%
3,262
+898
1549
$161K ﹤0.01%
1,634
-106
1550
$160K ﹤0.01%
19,694
-3,787
60 61
62
63 64