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
1801
$82.5K ﹤0.01%
3,589
+622
1802
$82.3K ﹤0.01%
3,769
1803
$82.1K ﹤0.01%
2,179
-2
1804
$81.9K ﹤0.01%
1,500
1805
$81.8K ﹤0.01%
+3,712
1806
$81.7K ﹤0.01%
335
-87
1807
$81.5K ﹤0.01%
645
+68
1808
$81.3K ﹤0.01%
+3,500
1809
$81.3K ﹤0.01%
4,882
-74
1810
$81.2K ﹤0.01%
8,139
-3,720
1811
$81.1K ﹤0.01%
1,799
+13
1812
$81K ﹤0.01%
2,700
1813
$80.4K ﹤0.01%
4,335
+453
1814
$79.8K ﹤0.01%
2,180
-163
1815
$79.6K ﹤0.01%
1,210
-40
1816
$79.6K ﹤0.01%
2,078
+49
1817
$79.6K ﹤0.01%
2,540
+93
1818
$79.3K ﹤0.01%
8,980
1819
$79.3K ﹤0.01%
754
+54
1820
$79.1K ﹤0.01%
5,238
1821
$79.1K ﹤0.01%
6,616
+5,245
1822
$79K ﹤0.01%
2,102
+102
1823
$78.6K ﹤0.01%
241
+47
1824
$78.6K ﹤0.01%
1,599
+177
1825
$78.2K ﹤0.01%
1,518
71 72
73
74 75