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
2076
$36.4K ﹤0.01%
3,069
2077
$36.3K ﹤0.01%
3,685
-4,086
2078
$36.3K ﹤0.01%
+344
2079
$36.3K ﹤0.01%
91
-35
2080
$36.3K ﹤0.01%
912
2081
$36.2K ﹤0.01%
1,194
-141
2082
$35.9K ﹤0.01%
689
-689
2083
$35.8K ﹤0.01%
1,160
2084
$35.8K ﹤0.01%
800
2085
$35.8K ﹤0.01%
2,436
2086
$35.5K ﹤0.01%
1,270
-86
2087
$35.4K ﹤0.01%
653
+41
2088
$35.4K ﹤0.01%
3,885
2089
$35K ﹤0.01%
1,771
-582
2090
$34.8K ﹤0.01%
764
+533
2091
$34.8K ﹤0.01%
1,468
-55,409
2092
$34.7K ﹤0.01%
3,394
+103
2093
$34.5K ﹤0.01%
5,369
+2,897
2094
$34.2K ﹤0.01%
2,474
2095
$34K ﹤0.01%
293
-8
2096
$33.9K ﹤0.01%
2,235
-185
2097
$33.9K ﹤0.01%
566
-160
2098
$33.9K ﹤0.01%
800
+2
2099
$33.8K ﹤0.01%
1,579
2100
$33.8K ﹤0.01%
3,922
82 83
84
85 86