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
1951
$51.9K ﹤0.01%
3,573
1952
$51.8K ﹤0.01%
656
+17
1953
$51.6K ﹤0.01%
1,040
+40
1954
$51.5K ﹤0.01%
921
-654
1955
$51.4K ﹤0.01%
1,101
-64
1956
$51.3K ﹤0.01%
1,244
1957
$51.3K ﹤0.01%
1,216
1958
$51.2K ﹤0.01%
4,842
+935
1959
$51.2K ﹤0.01%
1,372
-426
1960
$51.1K ﹤0.01%
352
+206
1961
$51.1K ﹤0.01%
608
-691
1962
$50.9K ﹤0.01%
1,232
-482
1963
$50.9K ﹤0.01%
569
-569
1964
$50.6K ﹤0.01%
3,819
+2,131
1965
$50.4K ﹤0.01%
1,215
1966
$50.4K ﹤0.01%
15,051
+3,424
1967
$50.4K ﹤0.01%
8,425
-1,115
1968
$50.2K ﹤0.01%
4,916
-4,125
1969
$50K ﹤0.01%
+1,130
1970
$50K ﹤0.01%
402
1971
$49.7K ﹤0.01%
1,229
-904
1972
$49.6K ﹤0.01%
7,705
+6,965
1973
$49.6K ﹤0.01%
2,064
1974
$49.6K ﹤0.01%
2,070
1975
$49.5K ﹤0.01%
1,263
+5
77 78
79
80 81