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
2751
$3.48K ﹤0.01%
112
-31
2752
$3.46K ﹤0.01%
1,248
2753
$3.46K ﹤0.01%
90
2754
$3.43K ﹤0.01%
61
2755
$3.42K ﹤0.01%
500
2756
$3.42K ﹤0.01%
95
+4
2757
$3.42K ﹤0.01%
304
2758
$3.4K ﹤0.01%
3
2759
$3.4K ﹤0.01%
+155
2760
$3.39K ﹤0.01%
1,916
2761
$3.36K ﹤0.01%
100
2762
$3.33K ﹤0.01%
20
-19
2763
$3.3K ﹤0.01%
164
2764
$3.28K ﹤0.01%
+71
2765
$3.26K ﹤0.01%
57
-78
2766
$3.26K ﹤0.01%
+61
2767
$3.25K ﹤0.01%
+400
2768
$3.25K ﹤0.01%
+200
2769
$3.23K ﹤0.01%
65
-811
2770
$3.22K ﹤0.01%
400
+355
2771
$3.22K ﹤0.01%
159
-160
2772
$3.21K ﹤0.01%
210
+3
2773
$3.2K ﹤0.01%
77
-815
2774
$3.17K ﹤0.01%
500
2775
$3.17K ﹤0.01%
1,000
109 110
111
112 113