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
501
$590K ﹤0.01%
5,446
-80,835
502
$587K ﹤0.01%
6,066
-211
503
$586K ﹤0.01%
61,279
-6,821
504
$586K ﹤0.01%
22,388
+3,528
505
$585K ﹤0.01%
1,896
-482
506
$583K ﹤0.01%
14,414
-21,256
507
$582K ﹤0.01%
44,777
-9,173
508
$576K ﹤0.01%
9,922
-770
509
$572K ﹤0.01%
10,898
+1
510
$565K ﹤0.01%
10,641
+784
511
$563K ﹤0.01%
4,195
-156
512
$553K ﹤0.01%
5,270
-190
513
$552K ﹤0.01%
6,515
+1,553
514
$551K ﹤0.01%
15,178
+525
515
$550K ﹤0.01%
26,361
+2,676
516
$549K ﹤0.01%
3,923
+421
517
$546K ﹤0.01%
10,112
+1,636
518
$545K ﹤0.01%
24,018
+1,257
519
$543K ﹤0.01%
1,575
-34
520
$537K ﹤0.01%
17,590
+6,998
521
$536K ﹤0.01%
4,276
+94
522
$536K ﹤0.01%
8,295
+528
523
$535K ﹤0.01%
9,840
-964
524
$533K ﹤0.01%
4,941
+727
525
$533K ﹤0.01%
16,778
+2,294
19 20
21
22 23