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
826
$1.41M ﹤0.01%
15,124
+4,087
827
$1.4M ﹤0.01%
13,838
-947
828
$1.4M ﹤0.01%
26,657
-204
829
$1.4M ﹤0.01%
7,111
+167
830
$1.4M ﹤0.01%
4,727
+1,774
831
$1.39M ﹤0.01%
28,636
+5,436
832
$1.38M ﹤0.01%
17,135
+55
833
$1.38M ﹤0.01%
7,713
+128
834
$1.38M ﹤0.01%
43,907
-1,073
835
$1.37M ﹤0.01%
19,065
-1,366
836
$1.36M ﹤0.01%
148,684
-3,048
837
$1.36M ﹤0.01%
33,517
+1,924
838
$1.36M ﹤0.01%
55,010
+2,880
839
$1.35M ﹤0.01%
44,188
+3,354
840
$1.35M ﹤0.01%
148,350
+2,341
841
$1.35M ﹤0.01%
17,853
-631
842
$1.34M ﹤0.01%
26,811
-1,229
843
$1.34M ﹤0.01%
15,612
+1,361
844
$1.33M ﹤0.01%
130,954
-77,493
845
$1.33M ﹤0.01%
27,291
-526
846
$1.33M ﹤0.01%
32,727
+14,431
847
$1.33M ﹤0.01%
9,072
-130,550
848
$1.32M ﹤0.01%
18,938
-486
849
$1.32M ﹤0.01%
16,930
-1,394
850
$1.32M ﹤0.01%
19,534
-178
32 33
34
35 36