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
376
$587K 0.01%
8,190
+1,947
377
$576K 0.01%
9,094
-117
378
$576K 0.01%
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379
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12,250
-47
380
$566K 0.01%
16,849
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381
$566K 0.01%
35,701
+10,545
382
$562K 0.01%
10,480
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383
$562K 0.01%
5,091
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384
$561K 0.01%
50,672
+7,468
385
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15,740
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386
$540K 0.01%
9,466
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387
$539K 0.01%
20,619
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388
$539K 0.01%
58,930
+3,900
389
$537K 0.01%
9,403
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390
$535K 0.01%
7,205
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391
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6,360
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7,479
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393
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10,023
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394
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8,170
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395
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6,227
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396
$529K 0.01%
25,878
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397
$526K 0.01%
33,825
398
$524K 0.01%
6,222
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399
$522K 0.01%
4,793
+108
400
$522K 0.01%
14,602
+3,988