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
501
$272K ﹤0.01%
4,311
+862
502
$269K ﹤0.01%
17,815
503
$269K ﹤0.01%
3,135
-1,803
504
$266K ﹤0.01%
8,251
505
$264K ﹤0.01%
10,072
+5,418
506
$263K ﹤0.01%
1,909
+162
507
$263K ﹤0.01%
9,368
+2,325
508
$262K ﹤0.01%
+6,190
509
$260K ﹤0.01%
15,818
+660
510
$258K ﹤0.01%
3,515
-4
511
$254K ﹤0.01%
8,850
+7,080
512
$254K ﹤0.01%
18,762
-1,862
513
$253K ﹤0.01%
7,047
+1,055
514
$252K ﹤0.01%
6,476
+266
515
$251K ﹤0.01%
17,102
-2,637
516
$251K ﹤0.01%
7,410
+819
517
$250K ﹤0.01%
4,596
+3,257
518
$249K ﹤0.01%
3,366
+1,578
519
$249K ﹤0.01%
3,422
+1,112
520
$249K ﹤0.01%
5,147
+3,120
521
$248K ﹤0.01%
20,985
522
$246K ﹤0.01%
2,684
+188
523
$246K ﹤0.01%
20,042
-284,258
524
$245K ﹤0.01%
17,754
525
$243K ﹤0.01%
1,514
+589
19 20
21
22 23