Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$355M
2 +$332M
3 +$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1 +$171M
2 +$45.8M
3 +$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
2576
-110
2577
-1,560
2578
-636
2579
-250
2580
$0 ﹤0.01%
47
2581
-8,917
2582
-80
2583
-4
2584
-400
2585
-6
2586
$0 ﹤0.01%
200
-7,500
2587
-100
2588
$0 ﹤0.01%
+10
2589
-2,369
2590
-641
2591
-26
2592
$0 ﹤0.01%
16
2593
$0 ﹤0.01%
+5
2594
-12
2595
$0 ﹤0.01%
14
-60
2596
-24
2597
$0 ﹤0.01%
+8
2598
-27
2599
-915
2600
-87