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
426
$423K 0.01%
6,243
+2,169
427
$420K 0.01%
17,424
+2,578
428
$419K 0.01%
26,228
+577
429
$418K 0.01%
8,306
-6,333
430
$413K 0.01%
3,718
+3,583
431
$412K 0.01%
10,592
+845
432
$411K 0.01%
79,290
+5,999
433
$410K 0.01%
12,789
+1,876
434
$408K 0.01%
4,659
+369
435
$405K 0.01%
6,779
+1,515
436
$405K 0.01%
20,816
+4,886
437
$404K 0.01%
8,112
+5,514
438
$403K 0.01%
3,612
+1,088
439
$402K 0.01%
12,909
+1,783
440
$400K 0.01%
3,865
+35
441
$397K 0.01%
1,914
-1,390
442
$394K 0.01%
26,856
+18,684
443
$389K 0.01%
25,641
+1,500
444
$388K 0.01%
4,127
+1,377
445
$383K 0.01%
26,104
+144
446
$383K 0.01%
5,475
-893
447
$383K 0.01%
7,785
+1,030
448
$381K 0.01%
14,019
+3,787
449
$381K 0.01%
9,517
+50
450
$380K 0.01%
8,083
+4,800
16 17
18
19 20