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
2101
$36.4K ﹤0.01%
+1,625
2102
$36.4K ﹤0.01%
1,474
-20
2103
$36.2K ﹤0.01%
1,067
-3,755
2104
$36.2K ﹤0.01%
1,160
+701
2105
$36.2K ﹤0.01%
2,341
-95
2106
$36.1K ﹤0.01%
876
+76
2107
$36.1K ﹤0.01%
605
+243
2108
$35.9K ﹤0.01%
3,546
2109
$35.9K ﹤0.01%
259
+27
2110
$35.9K ﹤0.01%
+2,420
2111
$35.8K ﹤0.01%
1,579
2112
$35.5K ﹤0.01%
212
-141
2113
$35.5K ﹤0.01%
+2,150
2114
$35.5K ﹤0.01%
222
-725
2115
$35.4K ﹤0.01%
548
+53
2116
$35.4K ﹤0.01%
1,704
+1,332
2117
$35.4K ﹤0.01%
946
-216
2118
$35.3K ﹤0.01%
2,114
+39
2119
$35.1K ﹤0.01%
258
+56
2120
$35.1K ﹤0.01%
+1,423
2121
$34.9K ﹤0.01%
731
2122
$34.9K ﹤0.01%
3,291
+63
2123
$34.8K ﹤0.01%
3,000
+936
2124
$34.7K ﹤0.01%
+1,047
2125
$34.7K ﹤0.01%
1,930
+930
83 84
85
86 87