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
2926
$1.09K ﹤0.01%
+5
2927
$1.09K ﹤0.01%
600
2928
$1.08K ﹤0.01%
+133
2929
$1.07K ﹤0.01%
60
+8
2930
$1.06K ﹤0.01%
+400
2931
$1.03K ﹤0.01%
100
2932
$1.03K ﹤0.01%
+34
2933
$1.03K ﹤0.01%
70
2934
$1.03K ﹤0.01%
+14
2935
$1.03K ﹤0.01%
60
2936
$1.02K ﹤0.01%
128
-270
2937
$1.02K ﹤0.01%
+19
2938
$1.02K ﹤0.01%
112
-888
2939
$1.02K ﹤0.01%
+11
2940
$1K ﹤0.01%
94
-1,094
2941
$978 ﹤0.01%
+72
2942
$968 ﹤0.01%
+101
2943
$934 ﹤0.01%
+320
2944
$931 ﹤0.01%
52
2945
$919 ﹤0.01%
68
2946
$912 ﹤0.01%
33
-107
2947
$898 ﹤0.01%
+220
2948
$892 ﹤0.01%
+100
2949
$866 ﹤0.01%
251
+41
2950
$855 ﹤0.01%
+23
116 117
118
119 120