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
276
$1.32M 0.02%
45,018
+14,566
277
$1.31M 0.02%
24,600
-470
278
$1.29M 0.02%
38,700
-10,711
279
$1.28M 0.02%
92,443
+3,019
280
$1.27M 0.02%
17,467
+1,697
281
$1.26M 0.02%
83,849
-1,636
282
$1.21M 0.02%
17,388
+496
283
$1.21M 0.02%
10,045
+7,304
284
$1.19M 0.02%
32,506
+2,372
285
$1.17M 0.02%
29,852
-6,770
286
$1.16M 0.02%
19,455
+2,444
287
$1.16M 0.02%
14,099
+5,660
288
$1.15M 0.02%
73,650
+9,540
289
$1.12M 0.02%
16,908
-604
290
$1.12M 0.02%
188,526
-4
291
$1.11M 0.02%
9,243
+1,832
292
$1.1M 0.02%
25,201
+9,209
293
$1.1M 0.02%
21,940
+3,270
294
$1.1M 0.02%
11,375
+10
295
$1.1M 0.02%
17,274
-867
296
$1.09M 0.02%
13,431
-90
297
$1.09M 0.02%
4,504
+1,220
298
$1.08M 0.02%
77,486
+34,030
299
$1.08M 0.02%
7,269
+1,888
300
$1.07M 0.02%
23,688
-7,059