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
326
$753K 0.01%
17,234
-275,447
327
$750K 0.01%
30,452
+3,148
328
$748K 0.01%
11,959
+4,159
329
$746K 0.01%
9,454
+9,188
330
$742K 0.01%
84,528
+10,290
331
$722K 0.01%
77,650
+25,300
332
$709K 0.01%
48,178
+2,441
333
$708K 0.01%
45,083
-3,981
334
$700K 0.01%
10,406
+2,560
335
$697K 0.01%
7,263
+2,034
336
$690K 0.01%
15,992
+1,856
337
$687K 0.01%
28,847
+5,130
338
$677K 0.01%
21,309
+8,984
339
$676K 0.01%
27,286
+14,091
340
$676K 0.01%
39,673
+5,086
341
$668K 0.01%
5,872
+351
342
$658K 0.01%
8,439
+1,675
343
$656K 0.01%
5,941
+349
344
$650K 0.01%
6,457
-508
345
$641K 0.01%
23,040
+12,445
346
$638K 0.01%
4,031
-4,185
347
$636K 0.01%
20,505
+16,900
348
$636K 0.01%
42,707
+1,156
349
$634K 0.01%
21,877
+21,709
350
$634K 0.01%
41,400
+9,135
12 13
14
15 16