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
301
$872K 0.01%
7,623
+552
302
$862K 0.01%
15,530
-347
303
$855K 0.01%
3,284
+279
304
$845K 0.01%
5,381
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305
$842K 0.01%
11,812
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306
$837K 0.01%
80,917
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307
$830K 0.01%
4,326
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308
$814K 0.01%
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309
$814K 0.01%
17,565
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310
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9,621
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311
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26,084
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312
$806K 0.01%
28,750
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313
$804K 0.01%
6,187
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314
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56,930
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315
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20,680
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22,297
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$770K 0.01%
33,568
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320
$769K 0.01%
22,270
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321
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14,699
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322
$767K 0.01%
28,771
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$760K 0.01%
53,748
+1,251
324
$757K 0.01%
20,785
-2,422
325
$755K 0.01%
72,102
+269
11 12
13
14 15