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
2126
$34.7K ﹤0.01%
2,436
2127
$34.2K ﹤0.01%
1,160
2128
$33.9K ﹤0.01%
228
+131
2129
$33.9K ﹤0.01%
898
-423
2130
$33.8K ﹤0.01%
1,690
2131
$33.6K ﹤0.01%
875
2132
$33.2K ﹤0.01%
+1,581
2133
$33.1K ﹤0.01%
305
+20
2134
$32.8K ﹤0.01%
700
2135
$32.7K ﹤0.01%
+2,963
2136
$32.5K ﹤0.01%
1,536
-37,343
2137
$32.4K ﹤0.01%
880
2138
$32.4K ﹤0.01%
1,222
+400
2139
$32.4K ﹤0.01%
800
+300
2140
$32.1K ﹤0.01%
558
-83
2141
$32.1K ﹤0.01%
3,922
2142
$32K ﹤0.01%
+2,000
2143
$31.7K ﹤0.01%
291
-11
2144
$31.5K ﹤0.01%
+1,339
2145
$31.4K ﹤0.01%
907
+163
2146
$31.4K ﹤0.01%
259
+172
2147
$31.3K ﹤0.01%
489
2148
$31.2K ﹤0.01%
1,362
+1,027
2149
$31.2K ﹤0.01%
+671
2150
$31.1K ﹤0.01%
1,250
84 85
86
87 88