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
351
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10,112
-294
352
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6,191
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353
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13,003
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33,954
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7,148
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26,803
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$594K 0.01%
34,418
375
$588K 0.01%
6,451
+113