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
1751
$89.7K ﹤0.01%
10,769
-1,478
1752
$89.6K ﹤0.01%
4,667
1753
$89.5K ﹤0.01%
1,484
-8,257
1754
$89.5K ﹤0.01%
2,711
-919
1755
$89.5K ﹤0.01%
8,522
1756
$89.4K ﹤0.01%
3,412
-107
1757
$88.8K ﹤0.01%
1,398
-68
1758
$88.3K ﹤0.01%
2,366
+26
1759
$88.3K ﹤0.01%
4,422
1760
$88.2K ﹤0.01%
1,407
+191
1761
$87.9K ﹤0.01%
2,257
-1,637
1762
$87.5K ﹤0.01%
2,024
+88
1763
$86.6K ﹤0.01%
640
-207
1764
$86.6K ﹤0.01%
2,800
-81
1765
$86.4K ﹤0.01%
10,167
-1
1766
$86.1K ﹤0.01%
1,698
-775
1767
$86K ﹤0.01%
12,505
+109
1768
$85.7K ﹤0.01%
1,390
-113
1769
$85.6K ﹤0.01%
740
+119
1770
$85K ﹤0.01%
480
+45
1771
$85K ﹤0.01%
1,523
-117
1772
$84.5K ﹤0.01%
15,448
-187
1773
$84K ﹤0.01%
774
+5
1774
$83.9K ﹤0.01%
2,457
+4
1775
$83.9K ﹤0.01%
138
69 70
71
72 73