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
1901
$58.3K ﹤0.01%
1,027
+288
1902
$58.2K ﹤0.01%
1,512
+566
1903
$58.1K ﹤0.01%
580
1904
$58K ﹤0.01%
618
-136
1905
$57.9K ﹤0.01%
3,547
+3
1906
$57.9K ﹤0.01%
4,800
-4,700
1907
$57.7K ﹤0.01%
6,871
1908
$57.6K ﹤0.01%
874
+677
1909
$57.5K ﹤0.01%
1,509
-225
1910
$57.2K ﹤0.01%
1,169
-1,407
1911
$57.1K ﹤0.01%
3,250
1912
$57.1K ﹤0.01%
1,877
+132
1913
$57.1K ﹤0.01%
167
+152
1914
$57K ﹤0.01%
5,209
1915
$57K ﹤0.01%
7,522
-3,458
1916
$56.8K ﹤0.01%
278
+66
1917
$56.6K ﹤0.01%
5,070
+1,467
1918
$56.3K ﹤0.01%
6,850
+2,950
1919
$56.3K ﹤0.01%
3,220
+22
1920
$56.2K ﹤0.01%
3,270
+36
1921
$56.2K ﹤0.01%
2,475
-3,733
1922
$56K ﹤0.01%
3,864
1923
$55.9K ﹤0.01%
725
-332
1924
$55.7K ﹤0.01%
1,487
1925
$55.4K ﹤0.01%
3,583
-2,919
75 76
77
78 79