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
2051
$41.6K ﹤0.01%
+670
2052
$41.3K ﹤0.01%
3,525
-277
2053
$41K ﹤0.01%
3,000
2054
$40.9K ﹤0.01%
11,627
2055
$40.9K ﹤0.01%
798
+2
2056
$40.7K ﹤0.01%
1,054
2057
$40.6K ﹤0.01%
3,907
+1
2058
$40.5K ﹤0.01%
1,026
-1,012
2059
$40.5K ﹤0.01%
1,191
+205
2060
$40.5K ﹤0.01%
3,603
+1,533
2061
$40.4K ﹤0.01%
1,507
+866
2062
$40.3K ﹤0.01%
1,127
-70
2063
$40.1K ﹤0.01%
1,900
2064
$40.1K ﹤0.01%
5,116
+72
2065
$40K ﹤0.01%
559
-6,298
2066
$40K ﹤0.01%
200
+88
2067
$40K ﹤0.01%
+1,016
2068
$39.7K ﹤0.01%
3,998
-12,549
2069
$39.7K ﹤0.01%
6,154
-3,458
2070
$39.5K ﹤0.01%
1,335
-618
2071
$39.5K ﹤0.01%
240
+35
2072
$39.4K ﹤0.01%
1,000
2073
$39.3K ﹤0.01%
1,281
+148
2074
$39.3K ﹤0.01%
266
2075
$39.2K ﹤0.01%
2,443
+67
81 82
83
84 85