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
2376
$15.9K ﹤0.01%
7,844
2377
$15.8K ﹤0.01%
313
+74
2378
$15.7K ﹤0.01%
501
2379
$15.7K ﹤0.01%
3,398
2380
$15.6K ﹤0.01%
85
+50
2381
$15.6K ﹤0.01%
521
+44
2382
$15.6K ﹤0.01%
1,317
-232
2383
$15.5K ﹤0.01%
1,258
-1,180
2384
$15.4K ﹤0.01%
3,000
2385
$15.3K ﹤0.01%
3,863
-217
2386
$15.3K ﹤0.01%
+670
2387
$15.3K ﹤0.01%
218
2388
$15.2K ﹤0.01%
1,843
+177
2389
$15.2K ﹤0.01%
+379
2390
$15.1K ﹤0.01%
1,188
+1,094
2391
$15K ﹤0.01%
+313
2392
$15K ﹤0.01%
2,280
+483
2393
$15K ﹤0.01%
145
-216
2394
$15K ﹤0.01%
498
2395
$15K ﹤0.01%
1,568
+10
2396
$14.9K ﹤0.01%
46
-160
2397
$14.9K ﹤0.01%
131
+71
2398
$14.8K ﹤0.01%
+125
2399
$14.7K ﹤0.01%
360
-81
2400
$14.7K ﹤0.01%
158
94 95
96
97 98