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
2901
$1.34K ﹤0.01%
400
2902
$1.29K ﹤0.01%
40
-76
2903
$1.29K ﹤0.01%
45
2904
$1.26K ﹤0.01%
+15
2905
$1.25K ﹤0.01%
18
2906
$1.23K ﹤0.01%
49
-109
2907
$1.22K ﹤0.01%
+142
2908
$1.22K ﹤0.01%
+60
2909
$1.19K ﹤0.01%
+1,000
2910
$1.19K ﹤0.01%
6
+3
2911
$1.19K ﹤0.01%
+100
2912
$1.18K ﹤0.01%
+15
2913
$1.17K ﹤0.01%
+54
2914
$1.16K ﹤0.01%
20
-528
2915
$1.16K ﹤0.01%
65
2916
$1.15K ﹤0.01%
500
2917
$1.14K ﹤0.01%
+7
2918
$1.13K ﹤0.01%
25
-16
2919
$1.11K ﹤0.01%
+100
2920
$1.1K ﹤0.01%
+2
2921
$1.1K ﹤0.01%
+645
2922
$1.1K ﹤0.01%
44
+34
2923
$1.1K ﹤0.01%
60
-2,090
2924
$1.09K ﹤0.01%
20
-112
2925
$1.09K ﹤0.01%
+444
115 116
117
118 119