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
1851
$68.6K ﹤0.01%
4,100
1852
$68.3K ﹤0.01%
939
-3,451
1853
$68.1K ﹤0.01%
2,554
-2,604
1854
$67.9K ﹤0.01%
1,391
+367
1855
$67.7K ﹤0.01%
5,500
1856
$67.6K ﹤0.01%
1,185
-1,278
1857
$67.5K ﹤0.01%
1,378
+150
1858
$67.3K ﹤0.01%
902
-670
1859
$67.3K ﹤0.01%
+2,974
1860
$67K ﹤0.01%
2,000
-102
1861
$66.8K ﹤0.01%
610
-131
1862
$66.6K ﹤0.01%
+3,036
1863
$66.5K ﹤0.01%
427
+7
1864
$66.4K ﹤0.01%
+1,529
1865
$66.4K ﹤0.01%
1,422
-177
1866
$66.3K ﹤0.01%
904
1867
$65.6K ﹤0.01%
4,136
+36
1868
$65.5K ﹤0.01%
2,987
+687
1869
$64.9K ﹤0.01%
3,670
-665
1870
$64.8K ﹤0.01%
2,149
-30
1871
$64.8K ﹤0.01%
380
-582
1872
$64.3K ﹤0.01%
+8,684
1873
$64.3K ﹤0.01%
1,067
+462
1874
$64.2K ﹤0.01%
1,717
1875
$63.7K ﹤0.01%
1,121
+54
73 74
75
76 77