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
$76.9B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,633
New
Increased
Reduced
Closed

Top Buys

1
+$1.39B
2
+$621M
3
+$303M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$209M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$204M

Top Sells

1
+$765M
2
+$759M
3
+$77M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$44.8M

Sector Composition

1 Technology 2.94%
2 Financials 1.3%
3 Healthcare 1.21%
4 Consumer Discretionary 1.13%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$10.4K ﹤0.01%
211
+2
2477
$10.2K ﹤0.01%
+332
2478
$10.2K ﹤0.01%
800
2479
$10.1K ﹤0.01%
+600
2480
$10.1K ﹤0.01%
260
+5
2481
$10K ﹤0.01%
+150
2482
$10K ﹤0.01%
187
+13
2483
$9.97K ﹤0.01%
3,175
2484
$9.95K ﹤0.01%
+191
2485
$9.94K ﹤0.01%
1,091
2486
$9.93K ﹤0.01%
750
+625
2487
$9.91K ﹤0.01%
901
2488
$9.87K ﹤0.01%
810
-44
2489
$9.87K ﹤0.01%
670
2490
$9.86K ﹤0.01%
+580
2491
$9.84K ﹤0.01%
142
+7
2492
$9.78K ﹤0.01%
321
2493
$9.68K ﹤0.01%
+665
2494
$9.68K ﹤0.01%
4,500
2495
$9.67K ﹤0.01%
53
2496
$9.65K ﹤0.01%
1,375
2497
$9.62K ﹤0.01%
792
-840
2498
$9.58K ﹤0.01%
803
-305
2499
$9.57K ﹤0.01%
128
+72
2500
$9.56K ﹤0.01%
+400
98 99
100
101 102