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
2076
$39K ﹤0.01%
4,300
2077
$39K ﹤0.01%
459
+250
2078
$39K ﹤0.01%
815
2079
$39K ﹤0.01%
4,262
2080
$38.7K ﹤0.01%
+2,035
2081
$38.7K ﹤0.01%
3,337
-6,778
2082
$38.7K ﹤0.01%
165
+70
2083
$38.6K ﹤0.01%
+5,223
2084
$38.4K ﹤0.01%
4,650
-3,942
2085
$38.3K ﹤0.01%
1,000
2086
$38K ﹤0.01%
585
+161
2087
$38K ﹤0.01%
592
+571
2088
$37.9K ﹤0.01%
3,069
2089
$37.6K ﹤0.01%
1,396
+324
2090
$37.4K ﹤0.01%
2,780
2091
$37.4K ﹤0.01%
912
2092
$37.3K ﹤0.01%
506
+8
2093
$37.2K ﹤0.01%
800
2094
$37.1K ﹤0.01%
301
+4
2095
$36.9K ﹤0.01%
821
+129
2096
$36.9K ﹤0.01%
+1,809
2097
$36.9K ﹤0.01%
612
-15
2098
$36.8K ﹤0.01%
470
+11
2099
$36.4K ﹤0.01%
626
-159
2100
$36.4K ﹤0.01%
386
-39
82 83
84
85 86