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
1776
$83.8K ﹤0.01%
5,657
-1,073
1777
$83.8K ﹤0.01%
5,700
-4,829
1778
$83.7K ﹤0.01%
44,547
+710
1779
$83.7K ﹤0.01%
1,975
-104
1780
$83.7K ﹤0.01%
375
+75
1781
$83.4K ﹤0.01%
3,692
+16
1782
$83.4K ﹤0.01%
+7,733
1783
$83K ﹤0.01%
2,017
1784
$82.9K ﹤0.01%
1,551
+188
1785
$82.6K ﹤0.01%
1,102
-66
1786
$81.1K ﹤0.01%
3,769
1787
$81.1K ﹤0.01%
891
-105
1788
$81K ﹤0.01%
7,683
-1,851
1789
$81K ﹤0.01%
5,595
-683
1790
$80.9K ﹤0.01%
1,814
+15
1791
$80.8K ﹤0.01%
1,450
1792
$80.5K ﹤0.01%
410
-10
1793
$80.4K ﹤0.01%
4,632
+266
1794
$80.4K ﹤0.01%
1,653
-3,339
1795
$80.4K ﹤0.01%
1,406
-102
1796
$80.4K ﹤0.01%
5,238
1797
$80.2K ﹤0.01%
2,000
1798
$79.5K ﹤0.01%
2,989
-421
1799
$79.3K ﹤0.01%
5,500
-387
1800
$79.2K ﹤0.01%
1,294
+34
70 71
72
73 74