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
2351
$15.7K ﹤0.01%
498
2352
$15.7K ﹤0.01%
928
2353
$15.7K ﹤0.01%
110
-36
2354
$15.7K ﹤0.01%
635
-170
2355
$15.6K ﹤0.01%
309
2356
$15.6K ﹤0.01%
3,398
2357
$15.6K ﹤0.01%
3,010
-106
2358
$15.5K ﹤0.01%
491
-30
2359
$15.4K ﹤0.01%
439
+193
2360
$15.4K ﹤0.01%
927
-166
2361
$15.4K ﹤0.01%
1,359
+42
2362
$15.3K ﹤0.01%
667
2363
$15.3K ﹤0.01%
260
2364
$15.3K ﹤0.01%
242
+45
2365
$15.2K ﹤0.01%
501
-136
2366
$15.2K ﹤0.01%
2,301
-500
2367
$15.2K ﹤0.01%
3,000
+2,100
2368
$15.1K ﹤0.01%
313
2369
$15.1K ﹤0.01%
+1,474
2370
$15K ﹤0.01%
143
-116
2371
$15K ﹤0.01%
138
-8
2372
$15K ﹤0.01%
1,090
2373
$14.9K ﹤0.01%
272
-14
2374
$14.9K ﹤0.01%
2,902
-140
2375
$14.9K ﹤0.01%
256
+100
93 94
95
96 97