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
651
$311K ﹤0.01%
23,865
-931
652
$310K ﹤0.01%
8,366
+7,184
653
$310K ﹤0.01%
4,541
-8
654
$309K ﹤0.01%
1,816
+338
655
$308K ﹤0.01%
18,755
-1,263
656
$306K ﹤0.01%
24,215
657
$306K ﹤0.01%
4,182
-4,337
658
$303K ﹤0.01%
3,311
-269
659
$303K ﹤0.01%
6,170
-225
660
$302K ﹤0.01%
6,319
-6,118
661
$301K ﹤0.01%
28,311
+4,724
662
$299K ﹤0.01%
4,547
-1,165
663
$296K ﹤0.01%
20,361
+9,806
664
$295K ﹤0.01%
6,302
+597
665
$294K ﹤0.01%
16,731
+3
666
$292K ﹤0.01%
4,103
+1,819
667
$292K ﹤0.01%
1,873
+90
668
$291K ﹤0.01%
5,817
-5,329
669
$291K ﹤0.01%
17,434
+5,140
670
$289K ﹤0.01%
8,870
+1,450
671
$286K ﹤0.01%
3,064
-240
672
$286K ﹤0.01%
7,433
-311
673
$285K ﹤0.01%
2,684
+91
674
$285K ﹤0.01%
5,196
-107
675
$283K ﹤0.01%
11,378
25 26
27
28 29