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
451
$825K ﹤0.01%
23,519
+826
452
$822K ﹤0.01%
65,829
+25,441
453
$808K ﹤0.01%
6,270
+111
454
$778K ﹤0.01%
11,377
+1,381
455
$770K ﹤0.01%
33,141
-1,056
456
$765K ﹤0.01%
4,573
-393
457
$764K ﹤0.01%
24,400
-4,116
458
$761K ﹤0.01%
49,262
+3,567
459
$746K ﹤0.01%
8,402
+1,695
460
$746K ﹤0.01%
64,214
+7,829
461
$743K ﹤0.01%
43,020
-51,217
462
$742K ﹤0.01%
9,724
+467
463
$738K ﹤0.01%
16,109
-4,792
464
$727K ﹤0.01%
5,451
-1,766
465
$725K ﹤0.01%
34,418
466
$722K ﹤0.01%
6,807
+340
467
$719K ﹤0.01%
57,121
+2,076
468
$717K ﹤0.01%
30,142
-46
469
$711K ﹤0.01%
20,994
-80
470
$711K ﹤0.01%
6,579
+249
471
$706K ﹤0.01%
24,718
+128
472
$697K ﹤0.01%
28,685
+4,422
473
$695K ﹤0.01%
10,906
-1,415
474
$691K ﹤0.01%
9,174
+1,231
475
$689K ﹤0.01%
15,796
+1,489
17 18
19
20 21