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
2826
$2.49K ﹤0.01%
3,106
2827
$2.47K ﹤0.01%
+61
2828
$2.46K ﹤0.01%
150
-141
2829
$2.46K ﹤0.01%
+120
2830
$2.41K ﹤0.01%
288
2831
$2.4K ﹤0.01%
+104
2832
$2.39K ﹤0.01%
580
2833
$2.35K ﹤0.01%
334
2834
$2.34K ﹤0.01%
+10
2835
$2.28K ﹤0.01%
+218
2836
$2.26K ﹤0.01%
+18
2837
$2.24K ﹤0.01%
100
2838
$2.21K ﹤0.01%
87
+11
2839
$2.2K ﹤0.01%
90
-420
2840
$2.16K ﹤0.01%
50
2841
$2.13K ﹤0.01%
+125
2842
$2.11K ﹤0.01%
20
2843
$2.1K ﹤0.01%
46
2844
$2.09K ﹤0.01%
75
+45
2845
$2.09K ﹤0.01%
788
2846
$2.08K ﹤0.01%
80
-70
2847
$2.05K ﹤0.01%
50
-1,010
2848
$2.04K ﹤0.01%
+1,052
2849
$2.04K ﹤0.01%
35
-7
2850
$2.03K ﹤0.01%
145
+95
112 113
114
115 116