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
676
$283K ﹤0.01%
4,361
+487
677
$282K ﹤0.01%
30,630
+3,994
678
$282K ﹤0.01%
2,889
-698
679
$281K ﹤0.01%
1,948
-491
680
$281K ﹤0.01%
7,967
-421
681
$279K ﹤0.01%
7,980
+780
682
$279K ﹤0.01%
26,010
+510
683
$278K ﹤0.01%
5,699
-193
684
$277K ﹤0.01%
4,073
+204
685
$276K ﹤0.01%
2,799
-69
686
$275K ﹤0.01%
48,635
+204
687
$273K ﹤0.01%
22,571
+630
688
$272K ﹤0.01%
13,903
+5,960
689
$271K ﹤0.01%
2,707
-657
690
$271K ﹤0.01%
2,156
691
$269K ﹤0.01%
2,410
+436
692
$267K ﹤0.01%
5,000
693
$267K ﹤0.01%
4,249
+2,360
694
$267K ﹤0.01%
7,020
+32
695
$267K ﹤0.01%
5,178
+567
696
$266K ﹤0.01%
6,495
697
$265K ﹤0.01%
13,278
+5,946
698
$263K ﹤0.01%
2,540
-1,049
699
$261K ﹤0.01%
1,987
+32
700
$260K ﹤0.01%
7,482
+939
26 27
28
29 30