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
2676
$5.04K ﹤0.01%
69
-4
2677
$5.04K ﹤0.01%
+157
2678
$5.03K ﹤0.01%
89
-385
2679
$5.02K ﹤0.01%
35
-50
2680
$5.01K ﹤0.01%
248
2681
$4.97K ﹤0.01%
99
2682
$4.92K ﹤0.01%
50
2683
$4.92K ﹤0.01%
117
2684
$4.92K ﹤0.01%
+337
2685
$4.89K ﹤0.01%
2,628
2686
$4.87K ﹤0.01%
+346
2687
$4.86K ﹤0.01%
+662
2688
$4.8K ﹤0.01%
319
-220
2689
$4.79K ﹤0.01%
+201
2690
$4.77K ﹤0.01%
125
2691
$4.7K ﹤0.01%
700
-1,300
2692
$4.69K ﹤0.01%
200
2693
$4.68K ﹤0.01%
80
2694
$4.66K ﹤0.01%
370
2695
$4.65K ﹤0.01%
896
2696
$4.63K ﹤0.01%
+407
2697
$4.61K ﹤0.01%
500
-1,925
2698
$4.6K ﹤0.01%
255
2699
$4.59K ﹤0.01%
165
2700
$4.59K ﹤0.01%
93
-72
106 107
108
109 110