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
2601
$6.66K ﹤0.01%
+210
2602
$6.61K ﹤0.01%
1,134
+170
2603
$6.61K ﹤0.01%
541
2604
$6.56K ﹤0.01%
237
2605
$6.55K ﹤0.01%
632
2606
$6.53K ﹤0.01%
619
2607
$6.52K ﹤0.01%
300
-20
2608
$6.48K ﹤0.01%
400
2609
$6.46K ﹤0.01%
140
-120
2610
$6.45K ﹤0.01%
786
+50
2611
$6.44K ﹤0.01%
519
+4
2612
$6.43K ﹤0.01%
128
-50
2613
$6.41K ﹤0.01%
+306
2614
$6.39K ﹤0.01%
200
-63
2615
$6.38K ﹤0.01%
+700
2616
$6.37K ﹤0.01%
108
2617
$6.3K ﹤0.01%
+371
2618
$6.28K ﹤0.01%
232
2619
$6.27K ﹤0.01%
655
2620
$6.22K ﹤0.01%
825
2621
$6.2K ﹤0.01%
+160
2622
$6.19K ﹤0.01%
206
2623
$6.18K ﹤0.01%
480
2624
$6.15K ﹤0.01%
1,110
+779
2625
$6.13K ﹤0.01%
352
+165
103 104
105
106 107