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
476
$687K ﹤0.01%
11,993
+1,449
477
$684K ﹤0.01%
15,371
+105
478
$677K ﹤0.01%
7,770
+941
479
$676K ﹤0.01%
7,411
+174
480
$675K ﹤0.01%
27,770
+1,054
481
$674K ﹤0.01%
8,644
+777
482
$673K ﹤0.01%
58,966
+32,626
483
$665K ﹤0.01%
27,101
+11,583
484
$645K ﹤0.01%
15,010
-1,748
485
$640K ﹤0.01%
39,526
-7,474
486
$637K ﹤0.01%
18,612
+1,830
487
$636K ﹤0.01%
17,790
+364
488
$635K ﹤0.01%
3,873
-7,026
489
$635K ﹤0.01%
10,846
+62
490
$633K ﹤0.01%
9,082
+2,959
491
$628K ﹤0.01%
33,651
-7,697
492
$624K ﹤0.01%
6,068
-1,263
493
$622K ﹤0.01%
24,126
-5,931
494
$622K ﹤0.01%
6,062
+58
495
$604K ﹤0.01%
6,541
+135
496
$603K ﹤0.01%
14,258
+6,003
497
$598K ﹤0.01%
4,102
+244
498
$596K ﹤0.01%
45,274
499
$591K ﹤0.01%
5,379
+1,240
500
$591K ﹤0.01%
40,128
+62
18 19
20
21 22