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
2501
$9.55K ﹤0.01%
+1,000
2502
$9.53K ﹤0.01%
+600
2503
$9.53K ﹤0.01%
404
2504
$9.51K ﹤0.01%
2,780
2505
$9.5K ﹤0.01%
1,000
2506
$9.44K ﹤0.01%
1,065
2507
$9.42K ﹤0.01%
3,892
+2,318
2508
$9.39K ﹤0.01%
145
2509
$9.32K ﹤0.01%
+348
2510
$9.32K ﹤0.01%
226
-239
2511
$9.26K ﹤0.01%
+73
2512
$9.16K ﹤0.01%
169
+3
2513
$9.13K ﹤0.01%
46
2514
$9.12K ﹤0.01%
388
-86
2515
$9.12K ﹤0.01%
+917
2516
$9.11K ﹤0.01%
+347
2517
$9.07K ﹤0.01%
274
+200
2518
$8.97K ﹤0.01%
+201
2519
$8.93K ﹤0.01%
1,001
2520
$8.9K ﹤0.01%
288
+188
2521
$8.83K ﹤0.01%
950
-404
2522
$8.82K ﹤0.01%
49
+30
2523
$8.81K ﹤0.01%
231
2524
$8.81K ﹤0.01%
+202
2525
$8.76K ﹤0.01%
335
99 100
101
102 103