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
2876
$1.69K ﹤0.01%
400
+200
2877
$1.67K ﹤0.01%
76
2878
$1.67K ﹤0.01%
+75
2879
$1.66K ﹤0.01%
105
2880
$1.66K ﹤0.01%
400
2881
$1.65K ﹤0.01%
35
-3
2882
$1.63K ﹤0.01%
375
2883
$1.63K ﹤0.01%
50
2884
$1.61K ﹤0.01%
+40
2885
$1.57K ﹤0.01%
140
2886
$1.57K ﹤0.01%
197
2887
$1.57K ﹤0.01%
138
+128
2888
$1.56K ﹤0.01%
4,808
2889
$1.51K ﹤0.01%
71
-23
2890
$1.49K ﹤0.01%
34
-476
2891
$1.47K ﹤0.01%
100
-1,083
2892
$1.44K ﹤0.01%
+1,000
2893
$1.44K ﹤0.01%
300
2894
$1.41K ﹤0.01%
+381
2895
$1.41K ﹤0.01%
50
2896
$1.4K ﹤0.01%
+12
2897
$1.39K ﹤0.01%
84
2898
$1.38K ﹤0.01%
+29
2899
$1.36K ﹤0.01%
500
-750
2900
$1.36K ﹤0.01%
44
114 115
116
117 118