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
451
$396K 0.01%
47,688
+20,298
452
$393K 0.01%
26,652
+548
453
$393K 0.01%
8,028
+1,272
454
$391K 0.01%
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455
$390K 0.01%
5,361
-114
456
$380K 0.01%
3,212
-400
457
$374K 0.01%
8,276
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458
$373K 0.01%
6,653
-3,169
459
$373K 0.01%
1,070
+304
460
$373K 0.01%
6,379
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461
$369K 0.01%
3,627
-91
462
$366K 0.01%
3,623
-2,834
463
$365K 0.01%
4,675
-1,132
464
$365K 0.01%
5,588
465
$364K 0.01%
11,357
-1,552
466
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$362K 0.01%
10,276
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468
$361K 0.01%
22,138
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469
$361K 0.01%
32,578
470
$361K 0.01%
1,659
-255
471
$359K 0.01%
9,807
+1,724
472
$357K 0.01%
2,208
-36
473
$356K 0.01%
4,465
-194
474
$356K 0.01%
38,433
+1,605
475
$353K 0.01%
8,371
+7,941
17 18
19
20 21