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
2176
$28.5K ﹤0.01%
1,315
-6,988
2177
$28.5K ﹤0.01%
910
2178
$28.4K ﹤0.01%
2,073
-24
2179
$28.4K ﹤0.01%
4,213
-10
2180
$28.3K ﹤0.01%
210
+10
2181
$28.2K ﹤0.01%
2,124
+134
2182
$28.1K ﹤0.01%
256
-265
2183
$27.9K ﹤0.01%
2,677
2184
$27.8K ﹤0.01%
601
-138
2185
$27.8K ﹤0.01%
257
+2
2186
$27.8K ﹤0.01%
3,937
+3,564
2187
$27.6K ﹤0.01%
414
-264
2188
$27.6K ﹤0.01%
1,688
-5
2189
$27.6K ﹤0.01%
+440
2190
$27.6K ﹤0.01%
3,199
2191
$27.5K ﹤0.01%
2,749
2192
$27.5K ﹤0.01%
586
-70
2193
$27.5K ﹤0.01%
853
2194
$27.4K ﹤0.01%
+1,187
2195
$27.3K ﹤0.01%
+998
2196
$27.3K ﹤0.01%
1,653
-1,413
2197
$27.2K ﹤0.01%
400
2198
$27.1K ﹤0.01%
456
-160
2199
$27K ﹤0.01%
474
+418
2200
$27K ﹤0.01%
2,000
-225
86 87
88
89 90