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
601
$160K ﹤0.01%
3,464
+2,268
602
$159K ﹤0.01%
5,467
+4,275
603
$158K ﹤0.01%
2,348
+1,622
604
$158K ﹤0.01%
2,853
+2,125
605
$157K ﹤0.01%
7,409
+3,989
606
$156K ﹤0.01%
+5,256
607
$154K ﹤0.01%
2,046
+1,817
608
$153K ﹤0.01%
3,264
+498
609
$153K ﹤0.01%
1,916
+1,024
610
$152K ﹤0.01%
2,249
+890
611
$152K ﹤0.01%
6,924
+3,123
612
$149K ﹤0.01%
4,070
-394
613
$149K ﹤0.01%
1,342
-1,438
614
$149K ﹤0.01%
7,978
-464,170
615
$148K ﹤0.01%
7,281
616
$147K ﹤0.01%
6,068
+4,371
617
$147K ﹤0.01%
5,202
+1,649
618
$146K ﹤0.01%
8,290
-735
619
$146K ﹤0.01%
12,992
+2,831
620
$145K ﹤0.01%
5,249
+1,420
621
$145K ﹤0.01%
2,801
+1,131
622
$144K ﹤0.01%
7,626
+1,160
623
$144K ﹤0.01%
5,078
+1,224
624
$144K ﹤0.01%
10,158
+2,946
625
$142K ﹤0.01%
+4,698
23 24
25
26 27