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
651
$123K ﹤0.01%
4,660
+1,150
652
$123K ﹤0.01%
1,775
653
$122K ﹤0.01%
2,332
+275
654
$121K ﹤0.01%
1,882
+814
655
$121K ﹤0.01%
4,762
+4,021
656
$121K ﹤0.01%
+8,258
657
$120K ﹤0.01%
1,517
+357
658
$119K ﹤0.01%
3,433
+1,670
659
$119K ﹤0.01%
+4,696
660
$117K ﹤0.01%
2,707
-1,752
661
$116K ﹤0.01%
4,843
-246
662
$115K ﹤0.01%
1,341
+78
663
$115K ﹤0.01%
1,604
+260
664
$115K ﹤0.01%
14,148
+8,568
665
$115K ﹤0.01%
3,735
+384
666
$115K ﹤0.01%
996
+285
667
$114K ﹤0.01%
3,952
+2,941
668
$114K ﹤0.01%
613
+16
669
$114K ﹤0.01%
7,444
670
$113K ﹤0.01%
5,370
671
$113K ﹤0.01%
12,904
+11,181
672
$113K ﹤0.01%
5,794
+24
673
$111K ﹤0.01%
+5,135
674
$110K ﹤0.01%
1,728
+126
675
$110K ﹤0.01%
1,286
+409
25 26
27
28 29