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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$118M
3
+$87.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.5M
5
BND icon
Vanguard Total Bond Market
BND
+$83.1M

Top Sells

1
+$29.8M
2
+$18.2M
3
+$12M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.69M
5
PHM icon
Pultegroup
PHM
+$8.67M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.97%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.27M 0.02%
188,530
+1,945
252
$1.27M 0.02%
40,307
-2,941
253
$1.26M 0.02%
18,141
+6,297
254
$1.25M 0.02%
5,342
+1,960
255
$1.25M 0.02%
11,326
+3,292
256
$1.25M 0.02%
25,070
+2,756
257
$1.24M 0.02%
33,032
+8,132
258
$1.21M 0.02%
41,080
+5,680
259
$1.21M 0.02%
11,459
+743
260
$1.21M 0.02%
90,546
+5,835
261
$1.19M 0.02%
16,134
+3,790
262
$1.19M 0.02%
15,773
+13,747
263
$1.19M 0.02%
13,749
+2,032
264
$1.19M 0.02%
85,485
+67,567
265
$1.18M 0.02%
89,424
266
$1.17M 0.02%
15,152
-358
267
$1.16M 0.02%
30,134
+7,799
268
$1.15M 0.02%
14,086
+4,449
269
$1.15M 0.02%
15,571
+6,419
270
$1.14M 0.02%
13,521
+1,573
271
$1.14M 0.02%
11,076
+2,940
272
$1.12M 0.02%
+82,000
273
$1.1M 0.02%
30,747
-24,283
274
$1.1M 0.02%
5,817
-328
275
$1.06M 0.02%
16,554
+15,430
9 10
11
12 13