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
401
$478K 0.01%
9,340
+1,750
402
$476K 0.01%
18,570
+954
403
$476K 0.01%
15,145
+3,395
404
$475K 0.01%
5,807
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405
$469K 0.01%
8,034
+1,510
406
$468K 0.01%
31,848
+918
407
$466K 0.01%
5,672
+2,172
408
$465K 0.01%
4,681
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409
$462K 0.01%
9,458
+1,320
410
$462K 0.01%
16,422
+1,081
411
$459K 0.01%
6,419
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412
$457K 0.01%
+7,910
413
$455K 0.01%
9,784
+2,410
414
$445K 0.01%
14,200
-2,920
415
$444K 0.01%
35,966
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416
$444K 0.01%
10,630
-579
417
$438K 0.01%
41,502
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418
$435K 0.01%
7,837
+320
419
$434K 0.01%
3,692
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420
$432K 0.01%
34,900
+651
421
$428K 0.01%
23,795
+1,709
422
$426K 0.01%
49,112
+49,013
423
$425K 0.01%
3,192
+159
424
$424K 0.01%
10,817
+1,399
425
$423K 0.01%
6,959
+767
15 16
17
18 19