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
1901
$62.5K ﹤0.01%
1,576
-298
1902
$61.6K ﹤0.01%
+1,662
1903
$61.5K ﹤0.01%
6,570
-242,243
1904
$61.4K ﹤0.01%
5,491
1905
$61.4K ﹤0.01%
1,487
1906
$61.2K ﹤0.01%
1,710
+1,265
1907
$61.2K ﹤0.01%
658
+645
1908
$60.8K ﹤0.01%
3,519
+226
1909
$60.8K ﹤0.01%
1,606
+626
1910
$60.7K ﹤0.01%
15,766
+13,000
1911
$60.7K ﹤0.01%
2,243
+557
1912
$60.7K ﹤0.01%
1,763
+1,260
1913
$60.6K ﹤0.01%
138
1914
$60.4K ﹤0.01%
+3,500
1915
$60.2K ﹤0.01%
1,480
+27
1916
$60K ﹤0.01%
1,115
1917
$60K ﹤0.01%
1,165
+294
1918
$59.9K ﹤0.01%
5,796
+5,644
1919
$59.9K ﹤0.01%
+2,691
1920
$59.5K ﹤0.01%
1,000
-10
1921
$59.4K ﹤0.01%
970
+639
1922
$59.2K ﹤0.01%
8,802
-996
1923
$59.1K ﹤0.01%
+1,221
1924
$58K ﹤0.01%
7,350
-400
1925
$57.9K ﹤0.01%
3,203
+2,203
75 76
77
78 79