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
1801
$78.2K ﹤0.01%
2,181
+1
1802
$78.2K ﹤0.01%
1,193
-350
1803
$78.1K ﹤0.01%
1,885
-65
1804
$77.9K ﹤0.01%
6,616
1805
$77.4K ﹤0.01%
594
-79
1806
$77.3K ﹤0.01%
1,174
-36
1807
$77.2K ﹤0.01%
4,783
+1,264
1808
$76.9K ﹤0.01%
614
+27
1809
$76.6K ﹤0.01%
2,149
-326
1810
$76.6K ﹤0.01%
885
-137
1811
$76.3K ﹤0.01%
338
+142
1812
$76.2K ﹤0.01%
7,771
-368
1813
$76.2K ﹤0.01%
2,586
1814
$76.2K ﹤0.01%
8,980
1815
$76K ﹤0.01%
6,970
+1,119
1816
$75.9K ﹤0.01%
2,068
-10
1817
$75.8K ﹤0.01%
336
+236
1818
$75.6K ﹤0.01%
1,790
-14
1819
$75.4K ﹤0.01%
6,869
-4,252
1820
$75.2K ﹤0.01%
1,102
-92
1821
$75.2K ﹤0.01%
23,003
+8,561
1822
$75.2K ﹤0.01%
2,700
1823
$75.1K ﹤0.01%
925
+333
1824
$75.1K ﹤0.01%
418
1825
$75.1K ﹤0.01%
6,099
+820
71 72
73
74 75