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
2451
$12.6K ﹤0.01%
428
2452
$12.5K ﹤0.01%
1,533
2453
$12.5K ﹤0.01%
+420
2454
$12.5K ﹤0.01%
9
-5
2455
$12.4K ﹤0.01%
260
2456
$12.4K ﹤0.01%
500
2457
$12.4K ﹤0.01%
1,750
+545
2458
$12.4K ﹤0.01%
750
+500
2459
$12.3K ﹤0.01%
474
-16
2460
$12.3K ﹤0.01%
300
2461
$12.3K ﹤0.01%
147
+72
2462
$12.3K ﹤0.01%
1,090
2463
$12.2K ﹤0.01%
120
+103
2464
$12.2K ﹤0.01%
273
+193
2465
$12.1K ﹤0.01%
156
+135
2466
$12.1K ﹤0.01%
143
-5
2467
$12.1K ﹤0.01%
159
+154
2468
$12.1K ﹤0.01%
346
+30
2469
$12.1K ﹤0.01%
342
2470
$11.9K ﹤0.01%
854
+44
2471
$11.9K ﹤0.01%
163
+2
2472
$11.8K ﹤0.01%
361
+356
2473
$11.8K ﹤0.01%
4,500
+500
2474
$11.7K ﹤0.01%
973
2475
$11.7K ﹤0.01%
+1,008
97 98
99
100 101