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
1876
$63.7K ﹤0.01%
1,077
-669
1877
$63.7K ﹤0.01%
6,736
-722
1878
$63.5K ﹤0.01%
1,433
-114
1879
$63K ﹤0.01%
4,478
1880
$63K ﹤0.01%
1,500
1881
$62.9K ﹤0.01%
318
+160
1882
$62.9K ﹤0.01%
689
1883
$62.5K ﹤0.01%
+3,688
1884
$62.5K ﹤0.01%
8,261
+3,611
1885
$62.2K ﹤0.01%
1,940
1886
$61.9K ﹤0.01%
1,934
+171
1887
$61.7K ﹤0.01%
532
1888
$61.6K ﹤0.01%
293
+13
1889
$61.5K ﹤0.01%
2,286
+1,626
1890
$61.5K ﹤0.01%
2,082
+62
1891
$61.5K ﹤0.01%
540
-23
1892
$61.4K ﹤0.01%
738
-50
1893
$60.9K ﹤0.01%
1,520
-728
1894
$60.5K ﹤0.01%
1,878
-81
1895
$60.3K ﹤0.01%
1,050
+110
1896
$60.1K ﹤0.01%
1,135
+7
1897
$59.4K ﹤0.01%
2,267
1898
$59K ﹤0.01%
2,356
+86
1899
$58.7K ﹤0.01%
2,700
+2,090
1900
$58.6K ﹤0.01%
1,818
+440
74 75
76
77 78