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
2851
$2.03K ﹤0.01%
+365
2852
$2.02K ﹤0.01%
292
2853
$1.99K ﹤0.01%
28
2854
$1.99K ﹤0.01%
+24
2855
$1.97K ﹤0.01%
+146
2856
$1.96K ﹤0.01%
+101
2857
$1.93K ﹤0.01%
+71
2858
$1.93K ﹤0.01%
71
+12
2859
$1.91K ﹤0.01%
133
+110
2860
$1.85K ﹤0.01%
59
-121
2861
$1.85K ﹤0.01%
51
2862
$1.84K ﹤0.01%
315
2863
$1.84K ﹤0.01%
100
-108
2864
$1.83K ﹤0.01%
+95
2865
$1.82K ﹤0.01%
+2,000
2866
$1.81K ﹤0.01%
+60
2867
$1.81K ﹤0.01%
72
2868
$1.8K ﹤0.01%
100
2869
$1.79K ﹤0.01%
207
2870
$1.74K ﹤0.01%
+72
2871
$1.73K ﹤0.01%
315
-1,855
2872
$1.72K ﹤0.01%
19
-39
2873
$1.71K ﹤0.01%
571
2874
$1.7K ﹤0.01%
+38
2875
$1.69K ﹤0.01%
244
-3,693
113 114
115
116 117