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
1626
$127K ﹤0.01%
19,572
+207
1627
$126K ﹤0.01%
27,804
+617
1628
$126K ﹤0.01%
2,465
-70
1629
$125K ﹤0.01%
2,230
+363
1630
$125K ﹤0.01%
3,630
-2,199
1631
$125K ﹤0.01%
2,104
-446
1632
$125K ﹤0.01%
5,385
+7
1633
$124K ﹤0.01%
863
-728
1634
$124K ﹤0.01%
+4,303
1635
$124K ﹤0.01%
16,296
+188
1636
$123K ﹤0.01%
7,950
-537
1637
$123K ﹤0.01%
1,518
1638
$122K ﹤0.01%
5,790
+198
1639
$121K ﹤0.01%
1,536
1640
$121K ﹤0.01%
3,378
+724
1641
$121K ﹤0.01%
2,501
-226
1642
$121K ﹤0.01%
1,493
-311
1643
$121K ﹤0.01%
3,815
-1,499
1644
$120K ﹤0.01%
2,097
-76
1645
$120K ﹤0.01%
4,125
1646
$119K ﹤0.01%
1,457
-140
1647
$118K ﹤0.01%
2,925
+59
1648
$118K ﹤0.01%
1,418
-296
1649
$116K ﹤0.01%
2,736
+786
1650
$116K ﹤0.01%
3,143
-725
64 65
66
67 68