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
2251
$23.2K ﹤0.01%
2,455
+576
2252
$23K ﹤0.01%
880
2253
$22.8K ﹤0.01%
800
2254
$22.7K ﹤0.01%
2,206
2255
$22.6K ﹤0.01%
3,000
2256
$22.5K ﹤0.01%
450
+420
2257
$22.5K ﹤0.01%
1,010
+210
2258
$22.5K ﹤0.01%
+2,500
2259
$22.4K ﹤0.01%
2,449
+42
2260
$22.3K ﹤0.01%
1,000
2261
$22.3K ﹤0.01%
556
2262
$22.2K ﹤0.01%
373
+356
2263
$22K ﹤0.01%
576
+172
2264
$21.9K ﹤0.01%
2,965
2265
$21.9K ﹤0.01%
412
+277
2266
$21.9K ﹤0.01%
2,797
2267
$21.8K ﹤0.01%
5,945
+4,028
2268
$21.5K ﹤0.01%
312
+12
2269
$21.5K ﹤0.01%
1,600
2270
$21.5K ﹤0.01%
2,685
2271
$21.2K ﹤0.01%
3,890
-1,897
2272
$21.2K ﹤0.01%
747
+27
2273
$21.1K ﹤0.01%
822
-400
2274
$21K ﹤0.01%
641
-866
2275
$20.9K ﹤0.01%
574
-226
89 90
91
92 93