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
1601
$139K ﹤0.01%
1,997
-32
1602
$138K ﹤0.01%
1,896
-89
1603
$138K ﹤0.01%
478
-15
1604
$137K ﹤0.01%
750
-5
1605
$136K ﹤0.01%
16,665
+16,000
1606
$134K ﹤0.01%
15,140
+307
1607
$134K ﹤0.01%
3,430
+5
1608
$134K ﹤0.01%
3,995
-16,310
1609
$133K ﹤0.01%
3,210
-441
1610
$133K ﹤0.01%
847
-47
1611
$133K ﹤0.01%
2,988
+246
1612
$132K ﹤0.01%
1,000
+42
1613
$132K ﹤0.01%
2,580
-152
1614
$131K ﹤0.01%
5,300
1615
$131K ﹤0.01%
241
+23
1616
$130K ﹤0.01%
1,360
+296
1617
$130K ﹤0.01%
2,439
-284
1618
$130K ﹤0.01%
7,681
-105
1619
$129K ﹤0.01%
4,644
1620
$129K ﹤0.01%
14,297
+158
1621
$128K ﹤0.01%
2,567
-108
1622
$128K ﹤0.01%
10,526
-133
1623
$128K ﹤0.01%
2,483
-373
1624
$127K ﹤0.01%
1,520
+100
1625
$127K ﹤0.01%
2,473
-1,750
63 64
65
66 67