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
1926
$57.9K ﹤0.01%
3,234
+786
1927
$57.8K ﹤0.01%
3,000
1928
$57.7K ﹤0.01%
486
+101
1929
$57.6K ﹤0.01%
11,255
-340
1930
$57.6K ﹤0.01%
1,928
+666
1931
$57.4K ﹤0.01%
2,280
+293
1932
$56.9K ﹤0.01%
+1,824
1933
$56.7K ﹤0.01%
362
1934
$56.6K ﹤0.01%
2,961
+180
1935
$56.5K ﹤0.01%
+7,000
1936
$56.5K ﹤0.01%
940
+325
1937
$56.5K ﹤0.01%
+888
1938
$56.4K ﹤0.01%
2,747
-617
1939
$56.4K ﹤0.01%
3,065
-53
1940
$56.1K ﹤0.01%
3,573
-100
1941
$55.9K ﹤0.01%
1,128
-87
1942
$55.7K ﹤0.01%
3,198
+23
1943
$55.4K ﹤0.01%
639
-16
1944
$55.2K ﹤0.01%
689
-69
1945
$55.2K ﹤0.01%
1,644
+822
1946
$54.5K ﹤0.01%
9,299
1947
$54.3K ﹤0.01%
+1,201
1948
$54.2K ﹤0.01%
1,631
+235
1949
$54.2K ﹤0.01%
1,962
1950
$54K ﹤0.01%
1,798
+285
76 77
78
79 80