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
1576
$150K ﹤0.01%
6,596
+3,725
1577
$149K ﹤0.01%
2,152
+497
1578
$149K ﹤0.01%
13,800
+1,022
1579
$148K ﹤0.01%
18,850
-4,865
1580
$147K ﹤0.01%
512
-180
1581
$147K ﹤0.01%
7,678
+5,055
1582
$147K ﹤0.01%
14,028
-8,409
1583
$147K ﹤0.01%
13,674
+914
1584
$146K ﹤0.01%
5,896
1585
$146K ﹤0.01%
3,162
+290
1586
$145K ﹤0.01%
1,644
+3
1587
$144K ﹤0.01%
5,158
+621
1588
$144K ﹤0.01%
2,918
-1,800
1589
$144K ﹤0.01%
7,354
-332
1590
$144K ﹤0.01%
7,286
+335
1591
$143K ﹤0.01%
12,484
-2,329
1592
$142K ﹤0.01%
12,417
-91
1593
$142K ﹤0.01%
2,373
+168
1594
$142K ﹤0.01%
5,238
+140
1595
$141K ﹤0.01%
6,536
+5,566
1596
$141K ﹤0.01%
8,600
+8,550
1597
$141K ﹤0.01%
3,103
-5
1598
$140K ﹤0.01%
3,901
-483
1599
$140K ﹤0.01%
5,159
1600
$139K ﹤0.01%
1,496
-52
62 63
64
65 66