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
1826
$75K ﹤0.01%
705
-158
1827
$74.7K ﹤0.01%
8,952
1828
$74.4K ﹤0.01%
1,339
+46
1829
$74.2K ﹤0.01%
4,348
+4,255
1830
$73.6K ﹤0.01%
784
1831
$73.3K ﹤0.01%
2,005
-1,001
1832
$72.6K ﹤0.01%
1,043
+11
1833
$72.6K ﹤0.01%
2,661
+92
1834
$72.5K ﹤0.01%
791
+639
1835
$72.4K ﹤0.01%
4,340
-1,089
1836
$72.2K ﹤0.01%
3,600
1837
$72K ﹤0.01%
906
-109
1838
$71.8K ﹤0.01%
8,744
+1,394
1839
$71.7K ﹤0.01%
3,924
+1,161
1840
$71.6K ﹤0.01%
6,518
+629
1841
$71K ﹤0.01%
2,207
-896
1842
$70.5K ﹤0.01%
2,230
-92
1843
$70.4K ﹤0.01%
3,839
-146
1844
$70.2K ﹤0.01%
1,613
1845
$70.2K ﹤0.01%
1,065
1846
$69.5K ﹤0.01%
4,652
-195
1847
$69.4K ﹤0.01%
1,744
+22
1848
$69.2K ﹤0.01%
1,429
-375
1849
$68.9K ﹤0.01%
11,254
+80
1850
$68.6K ﹤0.01%
+2,370
72 73
74
75 76