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
576
$190K ﹤0.01%
3,123
+50
577
$189K ﹤0.01%
11,809
+3,128
578
$188K ﹤0.01%
2,865
+400
579
$188K ﹤0.01%
3,920
+1,370
580
$187K ﹤0.01%
9,430
+675
581
$185K ﹤0.01%
12,896
+26
582
$185K ﹤0.01%
2,633
+1,772
583
$185K ﹤0.01%
900
+62
584
$184K ﹤0.01%
3,982
+824
585
$182K ﹤0.01%
19,076
+335
586
$182K ﹤0.01%
2,718
+387
587
$181K ﹤0.01%
12,360
-2,953
588
$180K ﹤0.01%
219
-15
589
$180K ﹤0.01%
+6,000
590
$179K ﹤0.01%
6,549
+100
591
$177K ﹤0.01%
3,903
-303
592
$177K ﹤0.01%
3,716
-1,747
593
$176K ﹤0.01%
3,857
+1,895
594
$175K ﹤0.01%
7,565
+99
595
$172K ﹤0.01%
7,246
-464
596
$169K ﹤0.01%
4,350
-1,671
597
$168K ﹤0.01%
13,005
598
$168K ﹤0.01%
+7,969
599
$167K ﹤0.01%
4,670
+770
600
$162K ﹤0.01%
588
+229
22 23
24
25 26