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
26
$50.3M 0.72%
184,894
+8,509
27
$49.9M 0.71%
2,087,240
+131,452
28
$49.3M 0.71%
973,886
+88,818
29
$47.2M 0.68%
567,570
+9,933
30
$47.1M 0.68%
456,376
+9,996
31
$42.2M 0.6%
1,688,394
-96,154
32
$40.9M 0.59%
734,807
+53,545
33
$39M 0.56%
321,808
+11,590
34
$39M 0.56%
407,223
+8,191
35
$38.7M 0.56%
666,962
+5,426
36
$38.1M 0.55%
406,880
+8,787
37
$37.1M 0.53%
2,734,070
+2,729,124
38
$35.5M 0.51%
838,684
+39,908
39
$35.2M 0.5%
729,542
+236,882
40
$33.7M 0.48%
686,776
+20,295
41
$32.2M 0.46%
300,881
+14,320
42
$29.4M 0.42%
620,224
-51,088
43
$28.3M 0.41%
195,790
+46,647
44
$28.3M 0.41%
244,614
+5,066
45
$27.1M 0.39%
396,662
+65,830
46
$27.1M 0.39%
928,660
+104,828
47
$25.7M 0.37%
1,220,424
+803,790
48
$25.5M 0.36%
285,762
+10,658
49
$25.4M 0.36%
536,660
+73,670
50
$25.3M 0.36%
494,392
+47,067
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