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
1701
$105K ﹤0.01%
2,780
1702
$104K ﹤0.01%
13,044
-10,080
1703
$104K ﹤0.01%
546
-2
1704
$103K ﹤0.01%
9,041
1705
$103K ﹤0.01%
12,247
+894
1706
$102K ﹤0.01%
2,497
-6,711
1707
$102K ﹤0.01%
6,502
+3,059
1708
$102K ﹤0.01%
420
+24
1709
$101K ﹤0.01%
1,704
1710
$101K ﹤0.01%
1,125
+651
1711
$101K ﹤0.01%
16,839
+16,005
1712
$101K ﹤0.01%
673
+217
1713
$100K ﹤0.01%
+3,694
1714
$100K ﹤0.01%
984
-85
1715
$100K ﹤0.01%
2,340
+645
1716
$100K ﹤0.01%
5,902
-3,325
1717
$99.9K ﹤0.01%
11,486
+8,966
1718
$99.9K ﹤0.01%
2,133
+990
1719
$99.3K ﹤0.01%
5,057
1720
$99.2K ﹤0.01%
4,847
+4
1721
$99.2K ﹤0.01%
3,978
-158
1722
$98.7K ﹤0.01%
10,168
+167
1723
$98.5K ﹤0.01%
1,503
-1,051
1724
$98.2K ﹤0.01%
4,643
-1,268
1725
$98.2K ﹤0.01%
2,453
+504
67 68
69
70 71