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
1951
$53.9K ﹤0.01%
+1,244
1952
$53.9K ﹤0.01%
2,763
-5,313
1953
$53.9K ﹤0.01%
3,897
1954
$53.7K ﹤0.01%
850
1955
$53.6K ﹤0.01%
5,787
+1,369
1956
$53.3K ﹤0.01%
+1,745
1957
$53.3K ﹤0.01%
1,734
-150
1958
$52.8K ﹤0.01%
1,527
-216
1959
$52.7K ﹤0.01%
23,301
-1,792
1960
$52.5K ﹤0.01%
3,081
-691
1961
$52.4K ﹤0.01%
+1,215
1962
$52.3K ﹤0.01%
726
1963
$52.3K ﹤0.01%
2,676
+1,000
1964
$51.9K ﹤0.01%
1,464
-305
1965
$51.9K ﹤0.01%
3,434
+3,426
1966
$51.8K ﹤0.01%
1,003
+23
1967
$51.7K ﹤0.01%
280
+23
1968
$51.7K ﹤0.01%
5,953
-1,061
1969
$51.5K ﹤0.01%
1,408
-761
1970
$51.4K ﹤0.01%
5,733
-3,217
1971
$51.1K ﹤0.01%
1,258
+6
1972
$50.8K ﹤0.01%
+2,650
1973
$50.7K ﹤0.01%
9,994
+160
1974
$50.5K ﹤0.01%
2,324
+177
1975
$50.5K ﹤0.01%
2,839
77 78
79
80 81