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
676
$110K ﹤0.01%
8,688
677
$110K ﹤0.01%
1,846
+1,235
678
$109K ﹤0.01%
1,654
+1,279
679
$109K ﹤0.01%
2,760
+114
680
$108K ﹤0.01%
7,065
+6,965
681
$107K ﹤0.01%
1,804
+788
682
$107K ﹤0.01%
2,195
+1,817
683
$106K ﹤0.01%
5,052
+590
684
$106K ﹤0.01%
6,379
-3,280
685
$106K ﹤0.01%
1,437
+1,341
686
$105K ﹤0.01%
8,303
687
$104K ﹤0.01%
2,150
688
$104K ﹤0.01%
+13,970
689
$104K ﹤0.01%
2,679
+901
690
$104K ﹤0.01%
3,598
-6,074
691
$104K ﹤0.01%
+7,790
692
$103K ﹤0.01%
12,732
+4,140
693
$103K ﹤0.01%
1,172
+280
694
$103K ﹤0.01%
649
+28
695
$103K ﹤0.01%
26,267
+17,734
696
$103K ﹤0.01%
4,336
-17,618
697
$102K ﹤0.01%
6,283
-494
698
$101K ﹤0.01%
2,061
-224
699
$101K ﹤0.01%
+4,490
700
$100K ﹤0.01%
2,820
+104
26 27
28
29 30