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
2151
$31K ﹤0.01%
995
+38
2152
$30.8K ﹤0.01%
429
+53
2153
$30.7K ﹤0.01%
300
+100
2154
$30.6K ﹤0.01%
648
2155
$30.3K ﹤0.01%
2,576
-3,227
2156
$30.3K ﹤0.01%
5,485
-1,762
2157
$30.3K ﹤0.01%
882
+858
2158
$30.2K ﹤0.01%
1,000
2159
$30.2K ﹤0.01%
324
+208
2160
$30.1K ﹤0.01%
+600
2161
$29.9K ﹤0.01%
916
-138
2162
$29.8K ﹤0.01%
+3,608
2163
$29.7K ﹤0.01%
714
+108
2164
$29.6K ﹤0.01%
741
-226
2165
$29.6K ﹤0.01%
2,474
+424
2166
$29.5K ﹤0.01%
10,200
2167
$29.5K ﹤0.01%
158
+14
2168
$29.4K ﹤0.01%
676
-104
2169
$29.3K ﹤0.01%
300
2170
$29K ﹤0.01%
580
-6,507
2171
$29K ﹤0.01%
+2,749
2172
$28.9K ﹤0.01%
1,815
+1,255
2173
$28.7K ﹤0.01%
133
-7
2174
$28.6K ﹤0.01%
915
+235
2175
$28.6K ﹤0.01%
2,697
85 86
87
88 89