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
2376
$14.7K ﹤0.01%
171
-18
2377
$14.6K ﹤0.01%
+476
2378
$14.6K ﹤0.01%
7,844
2379
$14.6K ﹤0.01%
+2,094
2380
$14.6K ﹤0.01%
300
2381
$14.5K ﹤0.01%
367
+94
2382
$14.5K ﹤0.01%
200
2383
$14.5K ﹤0.01%
1,003
+47
2384
$14.5K ﹤0.01%
+1,000
2385
$14.4K ﹤0.01%
233
-68
2386
$14.3K ﹤0.01%
634
2387
$14.3K ﹤0.01%
944
2388
$14.3K ﹤0.01%
2,790
-2,760
2389
$14.2K ﹤0.01%
630
-3,357
2390
$14.2K ﹤0.01%
2,423
-6
2391
$14.2K ﹤0.01%
750
2392
$14.1K ﹤0.01%
524
+230
2393
$14.1K ﹤0.01%
165
+80
2394
$14.1K ﹤0.01%
330
+62
2395
$14K ﹤0.01%
196
+82
2396
$14K ﹤0.01%
501
+90
2397
$13.9K ﹤0.01%
1,140
2398
$13.9K ﹤0.01%
218
2399
$13.9K ﹤0.01%
930
+910
2400
$13.9K ﹤0.01%
700
94 95
96
97 98