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
1976
$48.9K ﹤0.01%
3,356
+76
1977
$48.9K ﹤0.01%
6,419
-22,349
1978
$48.9K ﹤0.01%
1,681
+614
1979
$48.8K ﹤0.01%
1,924
+285
1980
$48.6K ﹤0.01%
1,408
1981
$48.1K ﹤0.01%
2,000
1982
$47.9K ﹤0.01%
7,275
1983
$47.8K ﹤0.01%
679
+120
1984
$47.4K ﹤0.01%
1,900
+1,513
1985
$46.9K ﹤0.01%
1,430
+840
1986
$46.8K ﹤0.01%
9,745
-249
1987
$46.6K ﹤0.01%
485
+85
1988
$46.6K ﹤0.01%
1,576
-8
1989
$46.5K ﹤0.01%
1,029
1990
$46.4K ﹤0.01%
1,753
-490
1991
$46.3K ﹤0.01%
1,527
1992
$46.2K ﹤0.01%
5,183
+67
1993
$46.2K ﹤0.01%
1,275
-301
1994
$45.8K ﹤0.01%
812
+30
1995
$45.8K ﹤0.01%
5,953
1996
$45.5K ﹤0.01%
4,052
+155
1997
$45.4K ﹤0.01%
9,299
1998
$45.1K ﹤0.01%
18,870
+5,463
1999
$44.3K ﹤0.01%
869
+12
2000
$44.2K ﹤0.01%
597
-183
78 79
80
81 82