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
1651
$115K ﹤0.01%
3,006
-88
1652
$115K ﹤0.01%
98
+30
1653
$115K ﹤0.01%
2,479
-215
1654
$115K ﹤0.01%
1,299
+691
1655
$114K ﹤0.01%
+3,179
1656
$114K ﹤0.01%
6,627
-145
1657
$114K ﹤0.01%
658
+7
1658
$114K ﹤0.01%
1,008
1659
$114K ﹤0.01%
5,777
+4,500
1660
$113K ﹤0.01%
1,312
+48
1661
$113K ﹤0.01%
11,174
-65
1662
$113K ﹤0.01%
6,208
-136
1663
$113K ﹤0.01%
297
+111
1664
$112K ﹤0.01%
2,576
+1,976
1665
$112K ﹤0.01%
1,161
+471
1666
$112K ﹤0.01%
965
-40
1667
$112K ﹤0.01%
50,729
+2,826
1668
$111K ﹤0.01%
4,825
-410
1669
$111K ﹤0.01%
3,452
1670
$111K ﹤0.01%
9,500
-8,179
1671
$110K ﹤0.01%
1,022
-247
1672
$110K ﹤0.01%
2,727
1673
$110K ﹤0.01%
5,000
1674
$110K ﹤0.01%
20,215
-2,650
1675
$109K ﹤0.01%
561
-268
65 66
67
68 69