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
401
$519K 0.01%
35,880
-4,081
402
$503K 0.01%
7,353
+394
403
$498K 0.01%
16,692
+7,842
404
$493K 0.01%
8,788
+1,003
405
$491K 0.01%
25,809
+2,014
406
$491K 0.01%
23,057
+17
407
$486K 0.01%
6,365
+2,088
408
$484K 0.01%
16,024
-398
409
$480K 0.01%
81,217
+1,927
410
$479K 0.01%
5,033
+909
411
$475K 0.01%
30,555
+3,699
412
$472K 0.01%
8,462
-996
413
$472K 0.01%
8,856
-928
414
$468K 0.01%
21,934
+3,172
415
$464K 0.01%
12,959
-2,186
416
$459K 0.01%
32,796
+32,016
417
$457K 0.01%
14,805
+2,016
418
$457K 0.01%
7,886
+49
419
$453K 0.01%
17,870
+446
420
$448K 0.01%
11,748
+1,450
421
$446K 0.01%
+25,000
422
$445K 0.01%
12,544
+1,727
423
$444K 0.01%
33,843
-1,057
424
$441K 0.01%
26,951
+723
425
$439K 0.01%
11,009
+4,962
15 16
17
18 19