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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1 +$356M
2 +$310M
3 +$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1 +$161M
2 +$48.1M
3 +$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

Sector Composition

1 Technology 2.37%
2 Financials 2.01%
3 Healthcare 1.78%
4 Consumer Discretionary 1.56%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
-1,199
2552
-14
2553
-32
2554
-275
2555
-59
2556
-438
2557
-165
2558
$0 ﹤0.01%
+8
2559
-77
2560
-20
2561
-250
2562
$0 ﹤0.01%
6
-81
2563
-540
2564
-1,000
2565
-300
2566
$0 ﹤0.01%
+8
2567
-10
2568
$0 ﹤0.01%
+3
2569
-250
2570
-1,170
2571
-1,182
2572
-4
2573
-475
2574
$0 ﹤0.01%
4
2575
$0 ﹤0.01%
+10