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
526
$531K ﹤0.01%
7,944
527
$530K ﹤0.01%
25,299
+9,661
528
$518K ﹤0.01%
29,983
+15,572
529
$514K ﹤0.01%
15,849
+890
530
$510K ﹤0.01%
30,795
+27,399
531
$509K ﹤0.01%
17,085
+185
532
$507K ﹤0.01%
34,860
+2,453
533
$505K ﹤0.01%
38,551
-30,709
534
$502K ﹤0.01%
35,516
-8,938
535
$501K ﹤0.01%
5,389
-260
536
$496K ﹤0.01%
5,809
-568
537
$494K ﹤0.01%
22,860
538
$491K ﹤0.01%
2,400
+447
539
$487K ﹤0.01%
1,637
+483
540
$484K ﹤0.01%
10,528
+4,487
541
$484K ﹤0.01%
40,337
-2,306
542
$483K ﹤0.01%
7,971
+2,711
543
$474K ﹤0.01%
5,380
-567
544
$464K ﹤0.01%
16,973
+6,202
545
$462K ﹤0.01%
12,168
+390
546
$462K ﹤0.01%
5,535
+872
547
$460K ﹤0.01%
28,581
+1,402
548
$456K ﹤0.01%
30,881
+1,435
549
$456K ﹤0.01%
21,021
+324
550
$454K ﹤0.01%
3,774
+283
20 21
22
23 24