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
626
$342K ﹤0.01%
6,065
-141
627
$339K ﹤0.01%
15,623
+2,273
628
$339K ﹤0.01%
8,046
+309
629
$333K ﹤0.01%
17,476
+3,723
630
$333K ﹤0.01%
6,428
-752
631
$332K ﹤0.01%
21,735
-895
632
$330K ﹤0.01%
6,222
+251
633
$328K ﹤0.01%
2,464
+875
634
$327K ﹤0.01%
11,208
+10,807
635
$327K ﹤0.01%
18,465
+417
636
$326K ﹤0.01%
5,510
+495
637
$326K ﹤0.01%
1,129
+927
638
$325K ﹤0.01%
3,816
+18
639
$322K ﹤0.01%
7,218
+2,093
640
$322K ﹤0.01%
9,854
+1,209
641
$321K ﹤0.01%
15,471
+186
642
$321K ﹤0.01%
6,511
+197
643
$321K ﹤0.01%
11,294
+1,278
644
$318K ﹤0.01%
6,541
+358
645
$318K ﹤0.01%
8,509
-85
646
$318K ﹤0.01%
4,160
-474
647
$317K ﹤0.01%
8,665
+2,005
648
$316K ﹤0.01%
2,054
+292
649
$314K ﹤0.01%
3,610
+129
650
$312K ﹤0.01%
3,659
+902
24 25
26
27 28