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
2151
$29.6K ﹤0.01%
853
2152
$29.6K ﹤0.01%
408
+132
2153
$29.6K ﹤0.01%
488
-97
2154
$29.4K ﹤0.01%
6,400
-8,740
2155
$29.4K ﹤0.01%
2,780
2156
$29.3K ﹤0.01%
681
+473
2157
$29.2K ﹤0.01%
489
2158
$29.2K ﹤0.01%
1,400
-136
2159
$29.2K ﹤0.01%
648
2160
$29.1K ﹤0.01%
250
-7
2161
$29.1K ﹤0.01%
4,300
2162
$29K ﹤0.01%
1,500
-3,530
2163
$29K ﹤0.01%
2,749
2164
$28.9K ﹤0.01%
391
-38
2165
$28.9K ﹤0.01%
+1,011
2166
$28.8K ﹤0.01%
1,692
-2,223
2167
$28.6K ﹤0.01%
545
-613
2168
$28.6K ﹤0.01%
527
+357
2169
$28.5K ﹤0.01%
933
+23
2170
$28.4K ﹤0.01%
1,732
2171
$28.3K ﹤0.01%
+10,000
2172
$28.3K ﹤0.01%
853
+189
2173
$28.2K ﹤0.01%
285
-20
2174
$28.1K ﹤0.01%
120
2175
$28K ﹤0.01%
580
85 86
87
88 89