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
2276
$21.3K ﹤0.01%
283
+278
2277
$21.2K ﹤0.01%
+8,000
2278
$20.9K ﹤0.01%
114
+14
2279
$20.9K ﹤0.01%
1,183
+1,181
2280
$20.9K ﹤0.01%
481
-893
2281
$20.9K ﹤0.01%
13,407
-1,533
2282
$20.8K ﹤0.01%
+5,275
2283
$20.7K ﹤0.01%
+1,016
2284
$20.6K ﹤0.01%
510
+448
2285
$20.6K ﹤0.01%
163
-26
2286
$20.6K ﹤0.01%
3,116
+1,878
2287
$20.6K ﹤0.01%
637
+30
2288
$20.6K ﹤0.01%
1,158
+838
2289
$20.5K ﹤0.01%
+276
2290
$20.5K ﹤0.01%
110
-15
2291
$20.5K ﹤0.01%
328
-860
2292
$20.5K ﹤0.01%
341
+132
2293
$20.4K ﹤0.01%
2,253
2294
$20.3K ﹤0.01%
+785
2295
$20.3K ﹤0.01%
634
-12
2296
$20.3K ﹤0.01%
301
-294
2297
$20.2K ﹤0.01%
590
-2,110
2298
$20.2K ﹤0.01%
2,801
2299
$20.1K ﹤0.01%
4,062
+1
2300
$20K ﹤0.01%
2,145
+55
90 91
92
93 94