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
1726
$97.9K ﹤0.01%
2,071
-665
1727
$97.8K ﹤0.01%
1,552
+55
1728
$97.8K ﹤0.01%
2,182
1729
$97.7K ﹤0.01%
360
+25
1730
$97.4K ﹤0.01%
260
+19
1731
$96.7K ﹤0.01%
10,584
-127
1732
$96.7K ﹤0.01%
9,746
-4,054
1733
$96.5K ﹤0.01%
2,144
-295
1734
$96.3K ﹤0.01%
12,171
+30
1735
$96.3K ﹤0.01%
1,979
+275
1736
$95.7K ﹤0.01%
2,254
+769
1737
$95.5K ﹤0.01%
932
1738
$94.9K ﹤0.01%
2,155
+51
1739
$94.8K ﹤0.01%
5,699
-544
1740
$94.7K ﹤0.01%
5,187
+404
1741
$93.5K ﹤0.01%
2,270
-45
1742
$93.3K ﹤0.01%
1,406
+898
1743
$93.2K ﹤0.01%
4,785
+2,537
1744
$92.4K ﹤0.01%
1,294
+124
1745
$91.8K ﹤0.01%
1,170
-287
1746
$91.8K ﹤0.01%
10,833
-3,464
1747
$91.5K ﹤0.01%
7,559
1748
$91K ﹤0.01%
+5,000
1749
$90.3K ﹤0.01%
81
+38
1750
$89.8K ﹤0.01%
+581
68 69
70
71 72