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
2226
$24.5K ﹤0.01%
+249
2227
$24.5K ﹤0.01%
6,523
+1,202
2228
$24.5K ﹤0.01%
422
+22
2229
$24.5K ﹤0.01%
1,202
2230
$24.4K ﹤0.01%
2,191
+46
2231
$24.4K ﹤0.01%
700
2232
$24.2K ﹤0.01%
350
+17
2233
$24K ﹤0.01%
+528
2234
$24K ﹤0.01%
1,500
2235
$24K ﹤0.01%
2,321
2236
$23.9K ﹤0.01%
2,000
-1,000
2237
$23.9K ﹤0.01%
95
2238
$23.8K ﹤0.01%
803
+700
2239
$23.8K ﹤0.01%
600
2240
$23.7K ﹤0.01%
428
-562
2241
$23.6K ﹤0.01%
48
+46
2242
$23.6K ﹤0.01%
5,286
2243
$23.6K ﹤0.01%
397
-17
2244
$23.6K ﹤0.01%
3,874
+11
2245
$23.5K ﹤0.01%
1,170
+11
2246
$23.4K ﹤0.01%
631
+3
2247
$23.3K ﹤0.01%
736
2248
$23.3K ﹤0.01%
1,014
-382
2249
$23.3K ﹤0.01%
2,192
+409
2250
$23.2K ﹤0.01%
3,026
88 89
90
91 92