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
2401
$14.6K ﹤0.01%
330
-80
2402
$14.6K ﹤0.01%
210
2403
$14.4K ﹤0.01%
1,140
+650
2404
$14.4K ﹤0.01%
1,100
2405
$14.3K ﹤0.01%
200
2406
$14.3K ﹤0.01%
220
+24
2407
$14.2K ﹤0.01%
87
+8
2408
$14.1K ﹤0.01%
+694
2409
$14K ﹤0.01%
1,339
2410
$13.9K ﹤0.01%
1,108
+355
2411
$13.9K ﹤0.01%
2,472
+1,735
2412
$13.9K ﹤0.01%
956
+456
2413
$13.9K ﹤0.01%
944
2414
$13.9K ﹤0.01%
1,064
-1,334
2415
$13.9K ﹤0.01%
+100
2416
$13.8K ﹤0.01%
1,123
2417
$13.8K ﹤0.01%
263
2418
$13.7K ﹤0.01%
469
+464
2419
$13.6K ﹤0.01%
286
-14
2420
$13.6K ﹤0.01%
+200
2421
$13.5K ﹤0.01%
2,170
2422
$13.5K ﹤0.01%
858
-65
2423
$13.5K ﹤0.01%
+470
2424
$13.4K ﹤0.01%
2,000
+1,300
2425
$13.4K ﹤0.01%
159
+55
95 96
97
98 99