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
2051
$38.9K ﹤0.01%
942
-176
2052
$38.9K ﹤0.01%
6,418
-2,384
2053
$38.8K ﹤0.01%
744
-34
2054
$38.8K ﹤0.01%
3,000
2055
$38.8K ﹤0.01%
822
-822
2056
$38.6K ﹤0.01%
381
+350
2057
$38.6K ﹤0.01%
4,133
-88
2058
$38.3K ﹤0.01%
266
2059
$38.2K ﹤0.01%
1,108
-1,066
2060
$38.2K ﹤0.01%
640
-24,756
2061
$38K ﹤0.01%
402
+111
2062
$38K ﹤0.01%
1,652
-139
2063
$38K ﹤0.01%
3,753
-4,793
2064
$37.9K ﹤0.01%
1,129
+129
2065
$37.8K ﹤0.01%
2,676
2066
$37.7K ﹤0.01%
282
+54
2067
$37.6K ﹤0.01%
334
-52
2068
$37.5K ﹤0.01%
199
-201
2069
$37.4K ﹤0.01%
459
2070
$37.3K ﹤0.01%
4,262
2071
$37.1K ﹤0.01%
1,787
-1,753
2072
$37.1K ﹤0.01%
6,010
-3,810
2073
$36.9K ﹤0.01%
1,241
+138
2074
$36.6K ﹤0.01%
1,047
2075
$36.4K ﹤0.01%
3,535
-2,897
81 82
83
84 85