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
2626
$6.1K ﹤0.01%
+252
2627
$6.1K ﹤0.01%
137
-82
2628
$6.09K ﹤0.01%
+162
2629
$6.06K ﹤0.01%
30
2630
$5.97K ﹤0.01%
36
2631
$5.97K ﹤0.01%
214
+200
2632
$5.95K ﹤0.01%
200
2633
$5.93K ﹤0.01%
320
+300
2634
$5.91K ﹤0.01%
95
2635
$5.9K ﹤0.01%
205
2636
$5.87K ﹤0.01%
30
-17
2637
$5.86K ﹤0.01%
728
-735
2638
$5.86K ﹤0.01%
+130
2639
$5.85K ﹤0.01%
184
-50
2640
$5.81K ﹤0.01%
285
-172
2641
$5.81K ﹤0.01%
590
+450
2642
$5.78K ﹤0.01%
230
2643
$5.78K ﹤0.01%
+1,191
2644
$5.76K ﹤0.01%
336
2645
$5.76K ﹤0.01%
376
-45
2646
$5.76K ﹤0.01%
+1,907
2647
$5.74K ﹤0.01%
237
2648
$5.73K ﹤0.01%
150
-326
2649
$5.72K ﹤0.01%
+658
2650
$5.72K ﹤0.01%
1,571
+1,107
104 105
106
107 108