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
751
$1.83M ﹤0.01%
32,186
-309
752
$1.82M ﹤0.01%
93,164
+11,882
753
$1.82M ﹤0.01%
14,043
-401
754
$1.82M ﹤0.01%
38,204
-1,084
755
$1.82M ﹤0.01%
37,567
-5,781
756
$1.82M ﹤0.01%
22,580
+3,743
757
$1.81M ﹤0.01%
34,962
-1,186
758
$1.81M ﹤0.01%
10,843
-505
759
$1.8M ﹤0.01%
54,689
+9,316
760
$1.79M ﹤0.01%
48,495
+36,482
761
$1.79M ﹤0.01%
12,371
+417
762
$1.78M ﹤0.01%
66,826
+729
763
$1.77M ﹤0.01%
78,981
-3,091
764
$1.77M ﹤0.01%
25,372
+7,121
765
$1.76M ﹤0.01%
75,324
+7,565
766
$1.74M ﹤0.01%
7,063
+420
767
$1.73M ﹤0.01%
13,416
+1,436
768
$1.73M ﹤0.01%
37,078
-1,190
769
$1.72M ﹤0.01%
+36,345
770
$1.7M ﹤0.01%
42,172
+2,406
771
$1.7M ﹤0.01%
22,408
-1,273
772
$1.69M ﹤0.01%
64,637
+21,527
773
$1.68M ﹤0.01%
23,053
-208,523
774
$1.68M ﹤0.01%
36,698
-6,021
775
$1.68M ﹤0.01%
61,043
+212
29 30
31
32 33