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
2576
$7.29K ﹤0.01%
647
2577
$7.29K ﹤0.01%
1,000
2578
$7.28K ﹤0.01%
+154
2579
$7.25K ﹤0.01%
430
+130
2580
$7.25K ﹤0.01%
251
2581
$7.22K ﹤0.01%
590
-725
2582
$7.2K ﹤0.01%
+66
2583
$7.2K ﹤0.01%
494
-151
2584
$7.06K ﹤0.01%
411
+117
2585
$7.04K ﹤0.01%
+200
2586
$7.04K ﹤0.01%
+210
2587
$7.04K ﹤0.01%
860
2588
$6.93K ﹤0.01%
56
-944
2589
$6.92K ﹤0.01%
5,915
2590
$6.9K ﹤0.01%
1,009
2591
$6.87K ﹤0.01%
392
2592
$6.85K ﹤0.01%
+118
2593
$6.83K ﹤0.01%
251
-582
2594
$6.82K ﹤0.01%
848
+3
2595
$6.78K ﹤0.01%
225
2596
$6.77K ﹤0.01%
117
2597
$6.74K ﹤0.01%
225
+6
2598
$6.72K ﹤0.01%
3,216
-44
2599
$6.68K ﹤0.01%
220
2600
$6.68K ﹤0.01%
210
102 103
104
105 106