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
151
$48.1M 0.06%
1,282,040
-77,174
152
$47.3M 0.06%
2,159,676
-60,954
153
$47.2M 0.06%
366,394
-6,452
154
$47.2M 0.06%
1,435,940
+411,494
155
$46.9M 0.06%
105,647
-1,721
156
$46.7M 0.06%
1,168,679
+191,985
157
$46.7M 0.06%
365,726
-6,420
158
$46.3M 0.06%
768,816
+299,062
159
$46M 0.06%
855,605
+173,613
160
$45.8M 0.06%
223,725
+4,992
161
$45.4M 0.06%
252,438
+7,525
162
$45.4M 0.06%
65,681
+715
163
$44.9M 0.06%
278,433
-1,011
164
$44.7M 0.06%
3,287,806
-157,115
165
$44.6M 0.06%
445,488
+32,042
166
$44.5M 0.06%
109,897
+9,981
167
$44.1M 0.06%
425,734
+33,786
168
$44.1M 0.06%
207,262
+605
169
$43.5M 0.06%
2,264,976
-23,450
170
$43.4M 0.06%
480,420
-87,667
171
$42.9M 0.06%
537,765
-21,271
172
$42.5M 0.05%
1,245,116
+232,393
173
$42M 0.05%
198,860
+452
174
$41.7M 0.05%
426,592
+7,061
175
$41.3M 0.05%
277,528
+7,084
5 6
7
8 9