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
2426
$12.6K ﹤0.01%
+10,000
2427
$12.6K ﹤0.01%
539
+8
2428
$12.5K ﹤0.01%
174
2429
$12.5K ﹤0.01%
165
+2
2430
$12.5K ﹤0.01%
191
-29
2431
$12.4K ﹤0.01%
1,290
+47
2432
$12.4K ﹤0.01%
350
2433
$12.4K ﹤0.01%
4,012
-5,137
2434
$12.3K ﹤0.01%
378
-50
2435
$12.1K ﹤0.01%
1,008
2436
$11.9K ﹤0.01%
+387
2437
$11.9K ﹤0.01%
250
+100
2438
$11.9K ﹤0.01%
+1,479
2439
$11.8K ﹤0.01%
340
2440
$11.8K ﹤0.01%
+294
2441
$11.7K ﹤0.01%
+120
2442
$11.7K ﹤0.01%
91
-40
2443
$11.6K ﹤0.01%
+66
2444
$11.6K ﹤0.01%
341
+146
2445
$11.6K ﹤0.01%
342
2446
$11.6K ﹤0.01%
500
2447
$11.6K ﹤0.01%
143
2448
$11.6K ﹤0.01%
331
-195
2449
$11.5K ﹤0.01%
596
2450
$11.4K ﹤0.01%
1,533
96 97
98
99 100