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
2201
$27K ﹤0.01%
493
+18
2202
$26.9K ﹤0.01%
451
-249
2203
$26.9K ﹤0.01%
2,620
2204
$26.8K ﹤0.01%
+877
2205
$26.6K ﹤0.01%
889
+3
2206
$26.5K ﹤0.01%
1,460
+33
2207
$26.2K ﹤0.01%
625
2208
$26.2K ﹤0.01%
770
-38
2209
$26.2K ﹤0.01%
1,600
2210
$26.2K ﹤0.01%
2,206
2211
$26.1K ﹤0.01%
156
+116
2212
$26.1K ﹤0.01%
120
-4
2213
$26K ﹤0.01%
+3,317
2214
$25.9K ﹤0.01%
805
-960
2215
$25.9K ﹤0.01%
700
2216
$25.8K ﹤0.01%
5,286
-1,842
2217
$25.6K ﹤0.01%
1,732
2218
$25.6K ﹤0.01%
146
+1
2219
$25.6K ﹤0.01%
1,113
-550
2220
$25.5K ﹤0.01%
155
+58
2221
$25.5K ﹤0.01%
1,202
-2,385
2222
$25.5K ﹤0.01%
1,000
-5
2223
$25.4K ﹤0.01%
1,254
2224
$25.3K ﹤0.01%
95
2225
$25.2K ﹤0.01%
+1,149
87 88
89
90 91