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
426
$7.05M 0.01%
213,358
-29,969
427
$7M 0.01%
24,709
-1,168
428
$6.99M 0.01%
45,770
+7,102
429
$6.98M 0.01%
42,595
-1,768
430
$6.95M 0.01%
88,803
-2,854
431
$6.95M 0.01%
92,742
+1,616
432
$6.94M 0.01%
30,135
+1,187
433
$6.93M 0.01%
78,018
+379
434
$6.91M 0.01%
13
-4
435
$6.85M 0.01%
356,851
-1,908,125
436
$6.84M 0.01%
35,127
-5,543
437
$6.79M 0.01%
116,109
+1,887
438
$6.74M 0.01%
191,903
+35,750
439
$6.71M 0.01%
87,375
+2,914
440
$6.7M 0.01%
75,974
+3,345
441
$6.66M 0.01%
290,267
+261,508
442
$6.66M 0.01%
292,534
+155,429
443
$6.65M 0.01%
65,288
+1,777
444
$6.64M 0.01%
54,952
+4,932
445
$6.62M 0.01%
58,975
-8,821
446
$6.58M 0.01%
280,309
+6,093
447
$6.57M 0.01%
72,204
+60,160
448
$6.56M 0.01%
285,403
+24,487
449
$6.56M 0.01%
111,849
+23,458
450
$6.54M 0.01%
91,957
-155,156
16 17
18
19 20