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
376
$548K 0.01%
5,157
+4,007
377
$538K 0.01%
53,782
+1,707
378
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11,805
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$527K 0.01%
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43,204
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381
$522K 0.01%
7,230
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382
$522K 0.01%
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383
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63,552
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384
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43,419
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$509K 0.01%
8,101
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$509K 0.01%
6,586
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388
$503K 0.01%
3,611
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389
$502K 0.01%
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390
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9,400
+1,352
395
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6,763
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396
$485K 0.01%
23,344
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397
$483K 0.01%
33,825
398
$480K 0.01%
6,774
+473
399
$479K 0.01%
11,089
+10,131
400
$479K 0.01%
14,400
-295
14 15
16
17 18