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
1676
$109K ﹤0.01%
3,676
+2,575
1677
$109K ﹤0.01%
1,536
1678
$109K ﹤0.01%
952
+233
1679
$109K ﹤0.01%
927
+55
1680
$109K ﹤0.01%
7,559
-101
1681
$109K ﹤0.01%
1,176
+324
1682
$109K ﹤0.01%
1,746
+535
1683
$109K ﹤0.01%
2,061
+34
1684
$108K ﹤0.01%
1,575
+763
1685
$108K ﹤0.01%
1,541
+523
1686
$108K ﹤0.01%
10,193
+763
1687
$108K ﹤0.01%
14,307
-124
1688
$108K ﹤0.01%
10,827
1689
$107K ﹤0.01%
3,354
-177
1690
$107K ﹤0.01%
2,882
+79
1691
$107K ﹤0.01%
3,985
+1,047
1692
$107K ﹤0.01%
1,543
1693
$107K ﹤0.01%
2,822
+986
1694
$106K ﹤0.01%
2,061
-619
1695
$106K ﹤0.01%
3,634
+1,817
1696
$106K ﹤0.01%
14,358
+195
1697
$106K ﹤0.01%
6,730
-31
1698
$105K ﹤0.01%
1,238
-38
1699
$105K ﹤0.01%
8,832
1700
$105K ﹤0.01%
6,032
+76
66 67
68
69 70