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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1 +$356M
2 +$310M
3 +$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1 +$161M
2 +$48.1M
3 +$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

Sector Composition

1 Technology 2.37%
2 Financials 2.01%
3 Healthcare 1.78%
4 Consumer Discretionary 1.56%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$952K 0.01%
+27,291
427
$951K 0.01%
26,009
+783
428
$950K 0.01%
24,846
+783
429
$946K 0.01%
33,743
+4,743
430
$946K 0.01%
18,152
+2,373
431
$929K 0.01%
5,119
-2,879
432
$927K 0.01%
6,282
+349
433
$920K 0.01%
15,050
+10,865
434
$911K 0.01%
39,522
+776
435
$901K 0.01%
17,966
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436
$899K 0.01%
17,589
+8,123
437
$892K 0.01%
24,292
+9,462
438
$883K ﹤0.01%
80,256
-20,652
439
$877K ﹤0.01%
10,505
+216
440
$875K ﹤0.01%
2,557
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$874K ﹤0.01%
11,307
-108
442
$874K ﹤0.01%
21,845
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443
$873K ﹤0.01%
13,108
-66
444
$859K ﹤0.01%
46,494
+4,003
445
$844K ﹤0.01%
8,269
-585
446
$842K ﹤0.01%
114,525
+102,001
447
$841K ﹤0.01%
53,989
-4,033
448
$839K ﹤0.01%
14,030
+1,741
449
$835K ﹤0.01%
9,184
+301
450
$827K ﹤0.01%
7,970
+925