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
276
$1.04M 0.02%
13,946
+7,067
277
$1.03M 0.02%
17,512
+735
278
$1.03M 0.02%
14,235
+7,433
279
$1.03M 0.02%
11,365
+5,671
280
$1.01M 0.02%
21,424
+752
281
$1M 0.02%
19,574
+594
282
$1M 0.02%
31,230
-159,834
283
$1M 0.02%
17,011
+1,006
284
$999K 0.02%
18,670
+2,452
285
$993K 0.02%
15,770
+3,739
286
$985K 0.02%
26,561
+14,632
287
$979K 0.02%
11,672
+6,963
288
$974K 0.02%
36,622
+33,919
289
$967K 0.02%
13,623
+211
290
$966K 0.02%
+64,110
291
$951K 0.02%
+21,277
292
$944K 0.02%
34,533
+31,147
293
$936K 0.02%
11,714
+758
294
$931K 0.02%
115,352
+57,109
295
$929K 0.02%
50,305
+8,408
296
$922K 0.01%
13,478
+3,030
297
$909K 0.01%
61,591
+651
298
$904K 0.01%
6,388
-887
299
$888K 0.01%
23,863
+10,634
300
$872K 0.01%
13,526
+13,469
10 11
12
13 14