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
2451
$11.4K ﹤0.01%
154
+32
2452
$11.3K ﹤0.01%
69
-87
2453
$11.2K ﹤0.01%
118
-27
2454
$11.1K ﹤0.01%
2,869
2455
$11.1K ﹤0.01%
253
+57
2456
$11.1K ﹤0.01%
148
-11
2457
$11K ﹤0.01%
1,519
+855
2458
$11K ﹤0.01%
500
2459
$11K ﹤0.01%
+742
2460
$10.9K ﹤0.01%
75
2461
$10.9K ﹤0.01%
509
-714
2462
$10.9K ﹤0.01%
517
2463
$10.8K ﹤0.01%
160
+2
2464
$10.7K ﹤0.01%
236
+150
2465
$10.7K ﹤0.01%
+354
2466
$10.7K ﹤0.01%
+1,000
2467
$10.7K ﹤0.01%
44
-38
2468
$10.6K ﹤0.01%
665
-85
2469
$10.6K ﹤0.01%
248
2470
$10.6K ﹤0.01%
9,150
2471
$10.6K ﹤0.01%
156
2472
$10.6K ﹤0.01%
588
2473
$10.6K ﹤0.01%
900
2474
$10.5K ﹤0.01%
449
2475
$10.4K ﹤0.01%
+1,000
97 98
99
100 101