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
301
$1.07M 0.02%
16,784
+230
302
$1.05M 0.02%
19,278
-296
303
$1.05M 0.02%
21,333
+56
304
$1.04M 0.01%
82,000
305
$1.04M 0.01%
31,251
+21
306
$1.04M 0.01%
15,727
-46
307
$1.03M 0.01%
13,803
-432
308
$1.03M 0.01%
12,980
-769
309
$1.02M 0.01%
12,269
+8,847
310
$1M 0.01%
63,091
+54,035
311
$995K 0.01%
4,376
-966
312
$992K 0.01%
5,301
+1,270
313
$979K 0.01%
+25,600
314
$967K 0.01%
6,345
+158
315
$959K 0.01%
61,306
-285
316
$921K 0.01%
12,342
+670
317
$909K 0.01%
81,576
+659
318
$907K 0.01%
50,772
+467
319
$898K 0.01%
20,916
+131
320
$896K 0.01%
82,842
+10,740
321
$873K 0.01%
490
-272
322
$871K 0.01%
4,589
+263
323
$864K 0.01%
15,885
+1,186
324
$863K 0.01%
57,908
+4,160
325
$859K 0.01%
28,854
+8,520