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
476
$327K 0.01%
8,336
-1,087
477
$325K 0.01%
5,659
+75
478
$323K 0.01%
3,275
+2,261
479
$322K 0.01%
3,711
+607
480
$315K 0.01%
4,188
-2,004
481
$314K 0.01%
4,277
+3,301
482
$313K 0.01%
21,660
483
$307K 0.01%
5,779
+738
484
$304K ﹤0.01%
6,470
+1,405
485
$303K ﹤0.01%
4,503
+105
486
$299K ﹤0.01%
9,691
+688
487
$298K ﹤0.01%
11,588
-1,344
488
$295K ﹤0.01%
6,998
+3,565
489
$291K ﹤0.01%
6,460
+3,462
490
$290K ﹤0.01%
4,420
+4,069
491
$290K ﹤0.01%
7,568
+3,403
492
$289K ﹤0.01%
2,741
+953
493
$286K ﹤0.01%
8,500
+885
494
$285K ﹤0.01%
7,168
+122
495
$280K ﹤0.01%
5,427
+1,942
496
$279K ﹤0.01%
706
+122
497
$276K ﹤0.01%
4,336
+455
498
$276K ﹤0.01%
766
+339
499
$274K ﹤0.01%
4,990
+664
500
$273K ﹤0.01%
4,536
+1,664
18 19
20
21 22