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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$269K ﹤0.01%
4,066
+1,201
527
$266K ﹤0.01%
2,092
+1,814
528
$266K ﹤0.01%
24,816
+14,658
529
$263K ﹤0.01%
20,985
530
$263K ﹤0.01%
17,754
531
$262K ﹤0.01%
3,997
-539
532
$258K ﹤0.01%
4,742
-248
533
$257K ﹤0.01%
8,186
-314
534
$255K ﹤0.01%
20,639
+597
535
$253K ﹤0.01%
10,508
-1,080
536
$253K ﹤0.01%
611
-95
537
$252K ﹤0.01%
4,002
+334
538
$250K ﹤0.01%
5,064
+468
539
$250K ﹤0.01%
14,720
540
$248K ﹤0.01%
7,370
+372
541
$245K ﹤0.01%
3,269
+134
542
$244K ﹤0.01%
6,727
+178
543
$243K ﹤0.01%
2,176
-107
544
$243K ﹤0.01%
14,652
545
$242K ﹤0.01%
3,815
+1,018
546
$239K ﹤0.01%
39,191
+10,960
547
$239K ﹤0.01%
3,227
+1,995
548
$237K ﹤0.01%
3,070
-445
549
$237K ﹤0.01%
14,033
-1,785
550
$236K ﹤0.01%
4,893
+1,036
20 21
22
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