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
251
$1.7M 0.02%
86,639
252
$1.69M 0.02%
36,666
+1,232
253
$1.66M 0.02%
+42,498
254
$1.65M 0.02%
85,023
-7,977
255
$1.63M 0.02%
11,742
+1,494
256
$1.63M 0.02%
87,027
+3,001
257
$1.63M 0.02%
25,128
-1,787
258
$1.6M 0.02%
9,700
-26
259
$1.6M 0.02%
56,505
+16,198
260
$1.59M 0.02%
37,638
+5,498
261
$1.59M 0.02%
53,349
-6,012
262
$1.59M 0.02%
8,645
+5,293
263
$1.58M 0.02%
13,931
+1,308
264
$1.5M 0.02%
25,038
+1,726
265
$1.49M 0.02%
52,184
-1,634
266
$1.46M 0.02%
14,511
+3,435
267
$1.44M 0.02%
106,526
+15,980
268
$1.43M 0.02%
19,583
+4,012
269
$1.43M 0.02%
78,855
+2,565
270
$1.42M 0.02%
14,550
+7,287
271
$1.41M 0.02%
36,682
+3,650
272
$1.37M 0.02%
12,693
+1,234
273
$1.36M 0.02%
18,006
+4,528
274
$1.33M 0.02%
102,461
-22,487
275
$1.32M 0.02%
17,431
+5,915