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
1826
$78.1K ﹤0.01%
1,255
+38
1827
$78K ﹤0.01%
2,174
+1,174
1828
$78K ﹤0.01%
3,551
-1,452
1829
$78K ﹤0.01%
4,422
1830
$77.6K ﹤0.01%
1,015
-20
1831
$77.2K ﹤0.01%
1,216
+315
1832
$77.2K ﹤0.01%
7,458
-11,234
1833
$76.9K ﹤0.01%
2,586
1834
$76.7K ﹤0.01%
784
-4
1835
$76.6K ﹤0.01%
3,084
+3,079
1836
$76.5K ﹤0.01%
3,058
-2,953
1837
$75.5K ﹤0.01%
11,530
+8
1838
$75.5K ﹤0.01%
5,209
1839
$75.2K ﹤0.01%
2,559
+59
1840
$75.1K ﹤0.01%
3,985
-56
1841
$74.9K ﹤0.01%
3,323
+1,880
1842
$74.8K ﹤0.01%
6,432
-23,567
1843
$74.6K ﹤0.01%
3,600
+3,000
1844
$74.5K ﹤0.01%
300
+64
1845
$74.2K ﹤0.01%
990
+92
1846
$74K ﹤0.01%
563
-277
1847
$73.7K ﹤0.01%
1,170
-108
1848
$73.5K ﹤0.01%
2,569
1849
$73.5K ﹤0.01%
1,959
-74
1850
$73.2K ﹤0.01%
1,032
-522
72 73
74
75 76