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
176
$41.2M 0.05%
1,605,511
+54,123
177
$40.9M 0.05%
356,104
+2,170
178
$40.9M 0.05%
404,960
+180,369
179
$40.8M 0.05%
353,734
+7,357
180
$39.2M 0.05%
80,770
+1,351
181
$39.1M 0.05%
346,036
+2,901
182
$39.1M 0.05%
1,235,724
-101,506
183
$38.5M 0.05%
1,972,430
-63,301
184
$38.5M 0.05%
82,043
+3,319
185
$37.9M 0.05%
589,670
-128,360
186
$37.9M 0.05%
1,297,495
-106,275
187
$37.7M 0.05%
1,028,255
-46,532
188
$37.7M 0.05%
434,643
+43,887
189
$37.7M 0.05%
126,244
-3,652
190
$37.7M 0.05%
618,140
+31,017
191
$37.4M 0.05%
900,139
+20,213
192
$37M 0.05%
679,440
-40,989
193
$36.9M 0.05%
160,721
+3,343
194
$36.7M 0.05%
14,730
+1,139
195
$36.6M 0.05%
620,428
-281
196
$36.4M 0.05%
322,756
-22,483
197
$36.3M 0.05%
670,319
-154,043
198
$36.1M 0.05%
198,583
+3,035
199
$35.9M 0.05%
49,554
+2,664
200
$35.8M 0.05%
207,859
+7,428
6 7
8
9 10