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
2176
$27.9K ﹤0.01%
595
2177
$27.9K ﹤0.01%
1,002
-22,866
2178
$27.8K ﹤0.01%
1,690
2179
$27.6K ﹤0.01%
2,073
2180
$27.5K ﹤0.01%
1,467
-1,455
2181
$27.5K ﹤0.01%
1,257
-1,704
2182
$27.4K ﹤0.01%
1,653
2183
$27.3K ﹤0.01%
1,041
+396
2184
$27.3K ﹤0.01%
957
-38
2185
$26.9K ﹤0.01%
2,000
2186
$26.8K ﹤0.01%
1,087
-275
2187
$26.8K ﹤0.01%
1,480
+20
2188
$26.8K ﹤0.01%
1,772
-352
2189
$26.7K ﹤0.01%
1,393
+535
2190
$26.6K ﹤0.01%
+262
2191
$26.5K ﹤0.01%
250
-6
2192
$26.4K ﹤0.01%
966
-32
2193
$26.4K ﹤0.01%
920
+31
2194
$26.3K ﹤0.01%
625
2195
$26.2K ﹤0.01%
601
2196
$26.1K ﹤0.01%
745
+31
2197
$26.1K ﹤0.01%
2,040
+1,040
2198
$25.9K ﹤0.01%
155
2199
$25.9K ﹤0.01%
1,489
+70
2200
$25.9K ﹤0.01%
2,680
+1,061
86 87
88
89 90