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
701
$2.14M ﹤0.01%
21,989
-2,479
702
$2.13M ﹤0.01%
45,718
+2,383
703
$2.12M ﹤0.01%
42,627
+25,532
704
$2.12M ﹤0.01%
88,857
-82,894
705
$2.09M ﹤0.01%
41,396
+5,391
706
$2.08M ﹤0.01%
35,309
+868
707
$2.06M ﹤0.01%
21,762
+3,263
708
$2.06M ﹤0.01%
40,835
-124
709
$2.06M ﹤0.01%
33,434
+3,809
710
$2.05M ﹤0.01%
27,382
-1,072
711
$2.04M ﹤0.01%
54,952
+1,503
712
$2.04M ﹤0.01%
91,144
-5,746
713
$2.03M ﹤0.01%
36,865
+626
714
$2.02M ﹤0.01%
13,057
+3,051
715
$2.01M ﹤0.01%
36,360
-5,892
716
$2.01M ﹤0.01%
28,642
+5,125
717
$2.01M ﹤0.01%
22,217
+1,476
718
$2.01M ﹤0.01%
26,807
-295
719
$2M ﹤0.01%
43,166
-383
720
$2M ﹤0.01%
56,353
-1,353
721
$2M ﹤0.01%
9,410
+26
722
$1.98M ﹤0.01%
23,986
+16,832
723
$1.97M ﹤0.01%
7,486
+430
724
$1.96M ﹤0.01%
42,720
-4,104
725
$1.96M ﹤0.01%
79,988
+1,167
27 28
29
30 31