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
551
$454K ﹤0.01%
1,673
+192
552
$453K ﹤0.01%
5,797
-235
553
$449K ﹤0.01%
7,190
+152
554
$448K ﹤0.01%
16,932
-186
555
$448K ﹤0.01%
3,768
+540
556
$447K ﹤0.01%
31,838
+4,440
557
$445K ﹤0.01%
46,952
+1,936
558
$443K ﹤0.01%
3,376
+68
559
$442K ﹤0.01%
11,538
+1
560
$442K ﹤0.01%
+12,540
561
$440K ﹤0.01%
8,291
+106
562
$438K ﹤0.01%
94,546
-7,784
563
$433K ﹤0.01%
6,629
+4
564
$432K ﹤0.01%
9,662
-155,889
565
$431K ﹤0.01%
44,955
+6,079
566
$430K ﹤0.01%
25,791
567
$430K ﹤0.01%
9,873
+1,255
568
$430K ﹤0.01%
6,549
+6,369
569
$429K ﹤0.01%
11,540
-30
570
$428K ﹤0.01%
8,475
-1,827
571
$428K ﹤0.01%
16,750
572
$426K ﹤0.01%
2,866
-270
573
$422K ﹤0.01%
12,197
-2
574
$419K ﹤0.01%
12,192
+6,837
575
$416K ﹤0.01%
7,830
-478
21 22
23
24 25