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
2551
$8.04K ﹤0.01%
410
2552
$8.02K ﹤0.01%
526
2553
$7.99K ﹤0.01%
503
2554
$7.98K ﹤0.01%
243
-136
2555
$7.94K ﹤0.01%
128
2556
$7.93K ﹤0.01%
460
2557
$7.9K ﹤0.01%
97
-27
2558
$7.84K ﹤0.01%
698
+52
2559
$7.83K ﹤0.01%
1,205
-545
2560
$7.79K ﹤0.01%
220
2561
$7.77K ﹤0.01%
3,000
-2,275
2562
$7.73K ﹤0.01%
112
-35
2563
$7.7K ﹤0.01%
159
2564
$7.59K ﹤0.01%
+341
2565
$7.59K ﹤0.01%
71
-2
2566
$7.55K ﹤0.01%
709
+434
2567
$7.54K ﹤0.01%
+165
2568
$7.5K ﹤0.01%
200
-4,061
2569
$7.5K ﹤0.01%
100
+35
2570
$7.48K ﹤0.01%
+167
2571
$7.48K ﹤0.01%
129
+128
2572
$7.47K ﹤0.01%
549
-609
2573
$7.42K ﹤0.01%
292
-1,043
2574
$7.41K ﹤0.01%
+175
2575
$7.3K ﹤0.01%
343
-140
101 102
103
104 105