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
1851
$73.2K ﹤0.01%
788
-416
1852
$73K ﹤0.01%
1,378
+668
1853
$73K ﹤0.01%
1,293
-14,282
1854
$72.9K ﹤0.01%
1,098
+212
1855
$72.7K ﹤0.01%
1,722
-829
1856
$72.4K ﹤0.01%
400
-8
1857
$72.4K ﹤0.01%
904
-27
1858
$72.3K ﹤0.01%
1,936
-82
1859
$71.8K ﹤0.01%
4,100
1860
$71.6K ﹤0.01%
1,363
-71
1861
$71.5K ﹤0.01%
1,547
+42
1862
$71.2K ﹤0.01%
1,613
-335
1863
$71.2K ﹤0.01%
14,927
+3,876
1864
$70.8K ﹤0.01%
2,000
1865
$70.7K ﹤0.01%
3,987
-65
1866
$70.6K ﹤0.01%
6,871
1867
$70.6K ﹤0.01%
490
+140
1868
$70.6K ﹤0.01%
2,270
-395
1869
$70.4K ﹤0.01%
1,283
+1,248
1870
$70.2K ﹤0.01%
1,158
+393
1871
$70.1K ﹤0.01%
4,100
1872
$69.4K ﹤0.01%
2,901
-4,578
1873
$69.4K ﹤0.01%
881
+452
1874
$69.3K ﹤0.01%
1,574
+172
1875
$69K ﹤0.01%
3,544
+1,915
73 74
75
76 77