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
201
$35.7M 0.05%
651,004
+46,931
202
$35.6M 0.05%
441,277
+187,545
203
$35.5M 0.05%
1,299,578
+9,940
204
$35.5M 0.05%
842,332
-8,181
205
$35.4M 0.05%
351,444
+11,464
206
$34.9M 0.05%
200,574
-5,037
207
$34.7M 0.04%
424,970
+8,773
208
$34.7M 0.04%
661,989
-324
209
$33.9M 0.04%
739,124
+83,445
210
$33.3M 0.04%
830,783
-14,891
211
$33.1M 0.04%
300,959
-466
212
$32.6M 0.04%
2,038,663
-18,860
213
$32.3M 0.04%
524,052
-7,890
214
$32.3M 0.04%
1,398,045
+4,855
215
$32.3M 0.04%
279,879
+24,187
216
$32.2M 0.04%
405,061
-78,339
217
$32M 0.04%
1,018,375
+80,252
218
$31.8M 0.04%
129,287
+2,288
219
$31.8M 0.04%
366,730
+12,040
220
$31.6M 0.04%
563,270
+15,280
221
$31.3M 0.04%
331,439
+288,603
222
$30.4M 0.04%
331,516
+139,967
223
$30.1M 0.04%
1,311,116
+417,146
224
$29.7M 0.04%
111,885
+17,859
225
$29.3M 0.04%
1,279,506
+502,939
7 8
9
10 11