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
2426
$13.4K ﹤0.01%
522
2427
$13.4K ﹤0.01%
260
+217
2428
$13.4K ﹤0.01%
269
+147
2429
$13.4K ﹤0.01%
152
-77
2430
$13.3K ﹤0.01%
+181
2431
$13.3K ﹤0.01%
411
-140
2432
$13.2K ﹤0.01%
1,880
2433
$13.2K ﹤0.01%
174
2434
$13.1K ﹤0.01%
3,175
-10
2435
$13.1K ﹤0.01%
244
-5
2436
$13.1K ﹤0.01%
326
-30
2437
$13.1K ﹤0.01%
268
+147
2438
$13.1K ﹤0.01%
510
-291
2439
$13K ﹤0.01%
+197
2440
$13K ﹤0.01%
2,429
+1
2441
$12.9K ﹤0.01%
517
2442
$12.9K ﹤0.01%
+500
2443
$12.9K ﹤0.01%
+566
2444
$12.9K ﹤0.01%
9,150
+1,292
2445
$12.9K ﹤0.01%
1,093
+79
2446
$12.9K ﹤0.01%
531
-628
2447
$12.8K ﹤0.01%
+1,031
2448
$12.7K ﹤0.01%
610
-2,190
2449
$12.7K ﹤0.01%
2,322
-764
2450
$12.7K ﹤0.01%
1,354
+328
96 97
98
99 100