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
2276
$20.9K ﹤0.01%
841
-15
2277
$20.9K ﹤0.01%
303
-153
2278
$20.8K ﹤0.01%
290
2279
$20.8K ﹤0.01%
535
+205
2280
$20.7K ﹤0.01%
+269
2281
$20.7K ﹤0.01%
912
+737
2282
$20.7K ﹤0.01%
1,319
-295
2283
$20.6K ﹤0.01%
8,091
+2,067
2284
$20.6K ﹤0.01%
1,650
+1,534
2285
$20.6K ﹤0.01%
+3,170
2286
$20.5K ﹤0.01%
4,062
2287
$20.4K ﹤0.01%
1,273
+500
2288
$20.3K ﹤0.01%
368
+323
2289
$20.3K ﹤0.01%
2,216
+293
2290
$20K ﹤0.01%
+364
2291
$20K ﹤0.01%
1,500
+1,000
2292
$20K ﹤0.01%
3,000
2293
$19.9K ﹤0.01%
378
+82
2294
$19.8K ﹤0.01%
210
2295
$19.8K ﹤0.01%
2,007
+712
2296
$19.7K ﹤0.01%
4,180
-886
2297
$19.6K ﹤0.01%
167
+4
2298
$19.5K ﹤0.01%
3,000
2299
$19.4K ﹤0.01%
2,000
2300
$19.1K ﹤0.01%
558
+57
90 91
92
93 94