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
351
$631K 0.01%
27,392
-1,475
352
$631K 0.01%
27,749
+5,966
353
$631K 0.01%
44,441
-629
354
$630K 0.01%
20,334
+6,826
355
$628K 0.01%
19,832
+16,118
356
$625K 0.01%
5,911
-8,446
357
$612K 0.01%
5,493
+1,935
358
$602K 0.01%
6,338
+3,928
359
$602K 0.01%
15,015
+1,597
360
$599K 0.01%
35,089
-29,270
361
$597K 0.01%
11,745
-84,194
362
$594K 0.01%
24,018
+13,484
363
$582K 0.01%
+43,456
364
$581K 0.01%
34,418
365
$576K 0.01%
3,352
+3,130
366
$571K 0.01%
10,298
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367
$567K 0.01%
37,675
+5,929
368
$564K 0.01%
20,105
+25
369
$563K 0.01%
55,030
+15,980
370
$561K 0.01%
10,224
+44
371
$559K 0.01%
9,211
-930
372
$559K 0.01%
39,961
373
$552K 0.01%
12,661
-1,790
374
$549K 0.01%
6,843
+428
375
$549K 0.01%
12,297
+51
13 14
15
16 17