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
601
$380K ﹤0.01%
8,458
-112
602
$377K ﹤0.01%
2,220
+128
603
$376K ﹤0.01%
4,526
+33
604
$376K ﹤0.01%
6,564
+662
605
$371K ﹤0.01%
4,982
+19
606
$368K ﹤0.01%
13,845
+6,155
607
$367K ﹤0.01%
5,328
+1,072
608
$366K ﹤0.01%
10,754
-356
609
$365K ﹤0.01%
26,045
-587
610
$364K ﹤0.01%
41,509
-13,081
611
$363K ﹤0.01%
2,971
+322
612
$359K ﹤0.01%
343
-24
613
$355K ﹤0.01%
7,670
-2,158
614
$355K ﹤0.01%
32,894
+100
615
$355K ﹤0.01%
2,087
+81
616
$354K ﹤0.01%
5,424
-3,051
617
$352K ﹤0.01%
28,204
618
$352K ﹤0.01%
5,691
619
$350K ﹤0.01%
15,273
-1,011
620
$349K ﹤0.01%
11,062
+5,700
621
$348K ﹤0.01%
4,762
+150
622
$346K ﹤0.01%
6,854
+4,368
623
$346K ﹤0.01%
5,762
+405
624
$345K ﹤0.01%
10,294
+922
625
$343K ﹤0.01%
2,261
+2
23 24
25
26 27