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
2326
$18.9K ﹤0.01%
290
+255
2327
$18.8K ﹤0.01%
226
+80
2328
$18.8K ﹤0.01%
1,184
2329
$18.8K ﹤0.01%
572
2330
$18.8K ﹤0.01%
938
2331
$18.8K ﹤0.01%
1,525
+12
2332
$18.7K ﹤0.01%
146
-52
2333
$18.7K ﹤0.01%
1,000
2334
$18.6K ﹤0.01%
928
2335
$18.6K ﹤0.01%
750
2336
$18.6K ﹤0.01%
700
2337
$18.5K ﹤0.01%
+2,685
2338
$18.5K ﹤0.01%
660
2339
$18.4K ﹤0.01%
526
+157
2340
$18.3K ﹤0.01%
542
+149
2341
$18.3K ﹤0.01%
+1,243
2342
$18.2K ﹤0.01%
800
-28
2343
$18.1K ﹤0.01%
383
+1
2344
$18K ﹤0.01%
404
+1
2345
$18K ﹤0.01%
1,295
-1,661
2346
$18K ﹤0.01%
+211
2347
$17.9K ﹤0.01%
445
2348
$17.9K ﹤0.01%
149
-223
2349
$17.8K ﹤0.01%
732
2350
$17.8K ﹤0.01%
319
-8
92 93
94
95 96