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
526
$240K ﹤0.01%
10,758
-1,632
527
$240K ﹤0.01%
5,824
+2,009
528
$239K ﹤0.01%
+16,440
529
$239K ﹤0.01%
6,893
+614
530
$237K ﹤0.01%
2,283
+90
531
$237K ﹤0.01%
14,720
+2,271
532
$237K ﹤0.01%
5,356
+3,779
533
$237K ﹤0.01%
2,823
+72
534
$236K ﹤0.01%
6,047
+1,983
535
$236K ﹤0.01%
1,869
+220
536
$236K ﹤0.01%
14,652
537
$235K ﹤0.01%
16,618
+2,895
538
$235K ﹤0.01%
7,258
-1,196
539
$230K ﹤0.01%
2,055
+981
540
$227K ﹤0.01%
13,617
+1,527
541
$226K ﹤0.01%
28,231
+9,983
542
$223K ﹤0.01%
8,528
+2,708
543
$223K ﹤0.01%
27,390
+25,776
544
$223K ﹤0.01%
3,236
+984
545
$223K ﹤0.01%
28,688
+3,846
546
$222K ﹤0.01%
5,277
+1,877
547
$219K ﹤0.01%
13,200
548
$219K ﹤0.01%
1,878
+1,835
549
$217K ﹤0.01%
14,445
550
$217K ﹤0.01%
2,797
-2,911
20 21
22
23 24