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
776
$1.67M ﹤0.01%
38,618
+3,442
777
$1.67M ﹤0.01%
30,001
-422
778
$1.65M ﹤0.01%
25,274
-758
779
$1.65M ﹤0.01%
4,622
+22
780
$1.62M ﹤0.01%
28,554
-7,394
781
$1.61M ﹤0.01%
100,829
-6,319
782
$1.61M ﹤0.01%
20,170
-272
783
$1.6M ﹤0.01%
17,098
+2,751
784
$1.59M ﹤0.01%
33,228
+5,136
785
$1.59M ﹤0.01%
36,044
+12,813
786
$1.59M ﹤0.01%
29,794
+1,185
787
$1.58M ﹤0.01%
58,560
-614
788
$1.57M ﹤0.01%
47,271
+6,768
789
$1.56M ﹤0.01%
29,777
+7,036
790
$1.56M ﹤0.01%
10,954
-328
791
$1.56M ﹤0.01%
8,658
+440
792
$1.55M ﹤0.01%
40,259
+21,638
793
$1.54M ﹤0.01%
11,467
-213
794
$1.53M ﹤0.01%
14,030
+522
795
$1.53M ﹤0.01%
55,637
-26,019
796
$1.52M ﹤0.01%
7,334
-6,442
797
$1.51M ﹤0.01%
5,078
-345
798
$1.51M ﹤0.01%
58,061
+7,297
799
$1.5M ﹤0.01%
46,388
+1,392
800
$1.5M ﹤0.01%
33,515
-72
30 31
32
33 34