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
26
$46.9M 0.76%
574,700
+12,887
27
$46.3M 0.75%
176,385
+9,951
28
$45.6M 0.74%
1,784,548
+330,590
29
$45.3M 0.73%
425,839
+33,668
30
$45.3M 0.73%
557,637
-61,473
31
$44.1M 0.71%
446,380
+7,049
32
$43.7M 0.71%
885,068
+309,175
33
$40.5M 0.66%
608,851
+154,418
34
$38.2M 0.62%
661,536
+100,143
35
$37.5M 0.61%
399,032
+5,608
36
$37.2M 0.6%
681,262
+160,555
37
$34.3M 0.56%
333,903
+106,857
38
$33.6M 0.54%
310,218
-14,109
39
$33.3M 0.54%
398,093
+68,920
40
$32.5M 0.53%
666,481
+202,555
41
$32.5M 0.53%
798,776
+45,768
42
$31.1M 0.5%
671,312
+85,022
43
$30M 0.49%
286,561
+10,491
44
$26.7M 0.43%
239,548
-2,161
45
$24.7M 0.4%
447,325
-50,261
46
$24.5M 0.4%
492,660
+491,521
47
$24M 0.39%
275,104
+26,333
48
$23.9M 0.39%
823,832
+38,404
49
$23.7M 0.38%
192,536
+7,381
50
$23M 0.37%
604,080
+68,880
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