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
2526
$8.76K ﹤0.01%
+200
2527
$8.74K ﹤0.01%
+1,335
2528
$8.72K ﹤0.01%
1,028
+29
2529
$8.7K ﹤0.01%
+274
2530
$8.69K ﹤0.01%
2,054
2531
$8.68K ﹤0.01%
+450
2532
$8.67K ﹤0.01%
715
2533
$8.64K ﹤0.01%
+2,029
2534
$8.62K ﹤0.01%
113
-12
2535
$8.55K ﹤0.01%
1,880
2536
$8.51K ﹤0.01%
994
+14
2537
$8.5K ﹤0.01%
+1,749
2538
$8.5K ﹤0.01%
803
-175
2539
$8.49K ﹤0.01%
104
2540
$8.49K ﹤0.01%
347
+332
2541
$8.48K ﹤0.01%
40
-125
2542
$8.45K ﹤0.01%
5,867
2543
$8.39K ﹤0.01%
+347
2544
$8.38K ﹤0.01%
550
2545
$8.37K ﹤0.01%
402
+9
2546
$8.31K ﹤0.01%
1,240
+1,040
2547
$8.28K ﹤0.01%
174
-452
2548
$8.25K ﹤0.01%
522
-99
2549
$8.17K ﹤0.01%
145
+1
2550
$8.1K ﹤0.01%
520
100 101
102
103 104