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
451
$380K 0.01%
10,614
+3,192
452
$375K 0.01%
25,156
+3,367
453
$372K 0.01%
36,144
-9,719
454
$371K 0.01%
20,355
+8,715
455
$367K 0.01%
14,689
+2,563
456
$364K 0.01%
5,588
+1,036
457
$363K 0.01%
5,116
+116
458
$360K 0.01%
10,283
+7
459
$356K 0.01%
13,216
-237
460
$356K 0.01%
22,416
+1,953
461
$354K 0.01%
4,124
+3,432
462
$351K 0.01%
32,578
463
$351K 0.01%
7,408
-1,630
464
$345K 0.01%
6,756
+642
465
$343K 0.01%
5,752
466
$343K 0.01%
21,112
+3,703
467
$340K 0.01%
5,742
+380
468
$340K 0.01%
2,244
+2,116
469
$339K 0.01%
3,605
+626
470
$337K 0.01%
5,053
+3,290
471
$332K 0.01%
3,452
+252
472
$331K 0.01%
36,828
+459
473
$330K 0.01%
5,637
-234
474
$330K 0.01%
23,506
+233
475
$328K 0.01%
6,541
-1,103
17 18
19
20 21