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
251
$3.19M 0.02%
31,393
+18,699
252
$3.09M 0.02%
295,427
-16,029
253
$3.08M 0.02%
101,414
-2,697
254
$3.04M 0.02%
173,998
-15,485
255
$3.03M 0.02%
61,386
+58,862
256
$3.03M 0.02%
40,534
+1,641
257
$3M 0.02%
22,520
+93
258
$2.98M 0.02%
45,997
-1,055
259
$2.95M 0.02%
43,270
+1,091
260
$2.94M 0.02%
118,578
+36,179
261
$2.92M 0.02%
48,606
+4,301
262
$2.91M 0.02%
119,555
+31,323
263
$2.91M 0.02%
37,659
+1,160
264
$2.87M 0.02%
80,508
+8,422
265
$2.83M 0.02%
115,485
+4,221
266
$2.81M 0.02%
37,897
-757
267
$2.81M 0.02%
22,932
-412
268
$2.79M 0.02%
12,652
+1,417
269
$2.79M 0.02%
42,338
+4,986
270
$2.79M 0.02%
44,780
+196
271
$2.76M 0.02%
42,624
-396
272
$2.74M 0.02%
43,759
-621
273
$2.74M 0.02%
98,929
-6,082
274
$2.71M 0.02%
66,037
-6,733
275
$2.7M 0.02%
22,200
-1,439