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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.23M 0.03%
27,966
+2,417
227
$2.2M 0.03%
186,880
-1,902
228
$2.2M 0.03%
21,266
-1,304
229
$2.2M 0.03%
39,752
+363
230
$2.19M 0.03%
29,878
+2,223
231
$2.19M 0.03%
59,726
+11,065
232
$2.17M 0.03%
25,452
+1,117
233
$2.13M 0.03%
66,116
+1,006
234
$2.12M 0.03%
20,313
+14,820
235
$2.1M 0.03%
18,689
+11,066
236
$2.09M 0.03%
211,462
+23,134
237
$2.08M 0.03%
165,366
+50,014
238
$2.06M 0.03%
53,743
+40,278
239
$2.04M 0.03%
15,031
+1,085
240
$2.04M 0.03%
47,448
+10,109
241
$2.02M 0.03%
77,702
-9,421
242
$2.02M 0.03%
27,391
+2,490
243
$1.95M 0.03%
9
244
$1.93M 0.03%
69,152
+5,407
245
$1.87M 0.03%
40,435
+2,263
246
$1.85M 0.03%
39,735
+18,311
247
$1.84M 0.03%
41,022
+768
248
$1.75M 0.03%
201,909
+10,647
249
$1.75M 0.03%
24,976
-372
250
$1.71M 0.02%
8,882
+3,065
8 9
10
11 12