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
576
$415K ﹤0.01%
14,462
-2,460
577
$414K ﹤0.01%
3,870
+199
578
$411K ﹤0.01%
33,625
-8,067
579
$410K ﹤0.01%
10,649
-1,110
580
$408K ﹤0.01%
5,302
581
$407K ﹤0.01%
13,747
582
$406K ﹤0.01%
7,849
+195
583
$404K ﹤0.01%
6,184
-564
584
$402K ﹤0.01%
9,048
+1,326
585
$401K ﹤0.01%
135
586
$401K ﹤0.01%
1,965
-142
587
$400K ﹤0.01%
3,160
+330
588
$397K ﹤0.01%
21,765
+1,140
589
$396K ﹤0.01%
13,206
-2,926
590
$394K ﹤0.01%
9,804
+1,330
591
$391K ﹤0.01%
17,241
-5,073
592
$390K ﹤0.01%
18,507
-1,160
593
$388K ﹤0.01%
27,137
+925
594
$388K ﹤0.01%
32,867
-3,754
595
$386K ﹤0.01%
3,115
-97
596
$385K ﹤0.01%
10,725
-480
597
$382K ﹤0.01%
8,696
+1,382
598
$382K ﹤0.01%
4,498
-1,735
599
$381K ﹤0.01%
3,572
+912
600
$381K ﹤0.01%
16,952
+637
22 23
24
25 26