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
2326
$17.5K ﹤0.01%
2,230
-25
2327
$17.3K ﹤0.01%
213
+130
2328
$17.3K ﹤0.01%
2,253
2329
$17.3K ﹤0.01%
100
-14
2330
$17.3K ﹤0.01%
+336
2331
$17.2K ﹤0.01%
732
2332
$17.2K ﹤0.01%
881
+592
2333
$17.1K ﹤0.01%
243
2334
$17K ﹤0.01%
764
2335
$17K ﹤0.01%
210
2336
$17K ﹤0.01%
8,000
2337
$16.9K ﹤0.01%
1,184
2338
$16.8K ﹤0.01%
149
2339
$16.5K ﹤0.01%
305
2340
$16.4K ﹤0.01%
71,307
+71,305
2341
$16.3K ﹤0.01%
641
-134
2342
$16.3K ﹤0.01%
1,184
+621
2343
$16.3K ﹤0.01%
515
+400
2344
$16.3K ﹤0.01%
400
-77
2345
$16.2K ﹤0.01%
+337
2346
$16.1K ﹤0.01%
+517
2347
$16K ﹤0.01%
18,246
2348
$15.9K ﹤0.01%
+1,756
2349
$15.9K ﹤0.01%
449
-561
2350
$15.8K ﹤0.01%
+300
92 93
94
95 96