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
2126
$31.6K ﹤0.01%
3,978
2127
$31.5K ﹤0.01%
2,175
+2,100
2128
$31.4K ﹤0.01%
540
-430
2129
$31.4K ﹤0.01%
575
+150
2130
$31.2K ﹤0.01%
1,250
2131
$31K ﹤0.01%
3,546
2132
$30.9K ﹤0.01%
1,044
-587
2133
$30.9K ﹤0.01%
496
+227
2134
$30.8K ﹤0.01%
210
-152
2135
$30.8K ﹤0.01%
2,836
-501
2136
$30.6K ﹤0.01%
2,620
2137
$30.6K ﹤0.01%
204
-55
2138
$30.5K ﹤0.01%
21,488
-1,813
2139
$30.5K ﹤0.01%
+1,245
2140
$30.3K ﹤0.01%
6,442
+957
2141
$30.3K ﹤0.01%
6,927
+2,907
2142
$30.2K ﹤0.01%
1,000
2143
$30.2K ﹤0.01%
446
-795
2144
$30.1K ﹤0.01%
+680
2145
$30.1K ﹤0.01%
506
-52
2146
$30K ﹤0.01%
6,119
+2,121
2147
$30K ﹤0.01%
1,515
+890
2148
$30K ﹤0.01%
1,050
-660
2149
$29.7K ﹤0.01%
3,635
-2,098
2150
$29.7K ﹤0.01%
784
-114
84 85
86
87 88