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
2301
$19.9K ﹤0.01%
1,674
+1,000
2302
$19.9K ﹤0.01%
2,489
-488
2303
$19.9K ﹤0.01%
+430
2304
$19.8K ﹤0.01%
1,000
-10
2305
$19.7K ﹤0.01%
5,321
-3,627
2306
$19.7K ﹤0.01%
82
+47
2307
$19.7K ﹤0.01%
3,260
+44
2308
$19.7K ﹤0.01%
137
+10
2309
$19.6K ﹤0.01%
775
-95
2310
$19.6K ﹤0.01%
269
+97
2311
$19.5K ﹤0.01%
720
-14
2312
$19.5K ﹤0.01%
189
-60
2313
$19.5K ﹤0.01%
81
2314
$19.4K ﹤0.01%
800
2315
$19.3K ﹤0.01%
186
+140
2316
$19.3K ﹤0.01%
3,000
2317
$19.2K ﹤0.01%
1,923
-3,499
2318
$19.1K ﹤0.01%
+658
2319
$19.1K ﹤0.01%
1,000
2320
$19.1K ﹤0.01%
1,221
+18
2321
$19.1K ﹤0.01%
169
+104
2322
$19K ﹤0.01%
1,879
-2,149
2323
$19K ﹤0.01%
839
+285
2324
$19K ﹤0.01%
1,632
+902
2325
$19K ﹤0.01%
600
91 92
93
94 95