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
1926
$55.3K ﹤0.01%
3,506
-594
1927
$55.1K ﹤0.01%
1,390
-184
1928
$55K ﹤0.01%
900
-103
1929
$54.9K ﹤0.01%
12,041
-2,886
1930
$54.9K ﹤0.01%
+2,283
1931
$54.5K ﹤0.01%
929
-62
1932
$54.4K ﹤0.01%
723
1933
$54.3K ﹤0.01%
3,500
1934
$54.2K ﹤0.01%
4,604
-704
1935
$54K ﹤0.01%
1,151
-70
1936
$53.9K ﹤0.01%
2,002
-278
1937
$53.9K ﹤0.01%
772
+667
1938
$53.8K ﹤0.01%
486
1939
$53.7K ﹤0.01%
7,071
+2,708
1940
$53.7K ﹤0.01%
1,962
1941
$53.5K ﹤0.01%
5,491
1942
$53.4K ﹤0.01%
284
+22
1943
$53.3K ﹤0.01%
2,476
-425
1944
$53K ﹤0.01%
2,538
+95
1945
$52.6K ﹤0.01%
1,561
+97
1946
$52.6K ﹤0.01%
335
-155
1947
$52.4K ﹤0.01%
11,255
1948
$52.2K ﹤0.01%
1,928
1949
$52.2K ﹤0.01%
888
1950
$52K ﹤0.01%
677
+32
76 77
78
79 80