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
2401
$13.8K ﹤0.01%
1,000
-229
2402
$13.8K ﹤0.01%
3,000
2403
$13.8K ﹤0.01%
103
-34
2404
$13.8K ﹤0.01%
1,258
2405
$13.7K ﹤0.01%
2,322
2406
$13.7K ﹤0.01%
1,578
+10
2407
$13.6K ﹤0.01%
174
-52
2408
$13.6K ﹤0.01%
1,057
+800
2409
$13.6K ﹤0.01%
200
2410
$13.6K ﹤0.01%
373
+204
2411
$13.5K ﹤0.01%
1,064
2412
$13.5K ﹤0.01%
230
2413
$13.5K ﹤0.01%
263
2414
$13.5K ﹤0.01%
9
2415
$13.4K ﹤0.01%
961
+904
2416
$13.4K ﹤0.01%
3,329
+349
2417
$13.4K ﹤0.01%
205
+52
2418
$13.3K ﹤0.01%
2,270
-10
2419
$13.2K ﹤0.01%
800
-1,902
2420
$13.2K ﹤0.01%
319
2421
$13.1K ﹤0.01%
77
-10
2422
$13K ﹤0.01%
469
2423
$12.8K ﹤0.01%
326
2424
$12.7K ﹤0.01%
360
2425
$12.7K ﹤0.01%
522
95 96
97
98 99