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
2726
$4K ﹤0.01%
25
2727
$3.99K ﹤0.01%
+146
2728
$3.94K ﹤0.01%
+162
2729
$3.93K ﹤0.01%
193
2730
$3.92K ﹤0.01%
+190
2731
$3.88K ﹤0.01%
405
2732
$3.87K ﹤0.01%
200
-170
2733
$3.81K ﹤0.01%
+270
2734
$3.77K ﹤0.01%
382
+27
2735
$3.75K ﹤0.01%
419
+4
2736
$3.73K ﹤0.01%
+200
2737
$3.71K ﹤0.01%
98
-274
2738
$3.7K ﹤0.01%
213
2739
$3.68K ﹤0.01%
109
+26
2740
$3.65K ﹤0.01%
79
2741
$3.6K ﹤0.01%
84
+9
2742
$3.6K ﹤0.01%
+384
2743
$3.58K ﹤0.01%
996
2744
$3.56K ﹤0.01%
+100
2745
$3.56K ﹤0.01%
+2,000
2746
$3.55K ﹤0.01%
263
2747
$3.52K ﹤0.01%
245
2748
$3.52K ﹤0.01%
1,376
-233
2749
$3.5K ﹤0.01%
+124
2750
$3.48K ﹤0.01%
80
108 109
110
111 112