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
1876
$68.9K ﹤0.01%
932
-282
1877
$68.3K ﹤0.01%
2,353
+928
1878
$67.5K ﹤0.01%
3,864
-1,837
1879
$67K ﹤0.01%
631
-5
1880
$66.6K ﹤0.01%
1,717
+309
1881
$66K ﹤0.01%
4,478
1882
$65.9K ﹤0.01%
5,851
+841
1883
$65.9K ﹤0.01%
5,308
1884
$65.9K ﹤0.01%
1,916
+873
1885
$65.5K ﹤0.01%
420
1886
$65.4K ﹤0.01%
991
+248
1887
$65.1K ﹤0.01%
2,300
+440
1888
$64.8K ﹤0.01%
2,267
-29
1889
$64.7K ﹤0.01%
1,103
+63
1890
$64.7K ﹤0.01%
1,228
+804
1891
$64.5K ﹤0.01%
2,020
1892
$64.4K ﹤0.01%
5,889
-860
1893
$64.1K ﹤0.01%
563
-87
1894
$63.9K ﹤0.01%
621
+538
1895
$63.5K ﹤0.01%
5,906
+4,669
1896
$63.4K ﹤0.01%
580
-239
1897
$63.2K ﹤0.01%
780
-63
1898
$63.1K ﹤0.01%
1,067
+88
1899
$62.8K ﹤0.01%
3,915
+455
1900
$62.5K ﹤0.01%
1,894
-3,990
74 75
76
77 78