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
701
$260K ﹤0.01%
11,188
-1,067
702
$260K ﹤0.01%
9,056
-1,530
703
$260K ﹤0.01%
2,249
-50
704
$259K ﹤0.01%
17,136
-2,280
705
$255K ﹤0.01%
20,146
+2
706
$254K ﹤0.01%
3,480
-513
707
$252K ﹤0.01%
10,975
708
$252K ﹤0.01%
6,207
+2,196
709
$251K ﹤0.01%
2,273
-579
710
$251K ﹤0.01%
19,138
-3,126
711
$250K ﹤0.01%
5,238
+306
712
$250K ﹤0.01%
8,202
+1,464
713
$250K ﹤0.01%
7,979
-770
714
$250K ﹤0.01%
18,300
+4,068
715
$249K ﹤0.01%
9,016
+5,224
716
$248K ﹤0.01%
240
+222
717
$245K ﹤0.01%
1,779
-449
718
$244K ﹤0.01%
3,745
+207
719
$243K ﹤0.01%
1,898
-59,324
720
$242K ﹤0.01%
4,500
721
$242K ﹤0.01%
5,596
+804
722
$241K ﹤0.01%
12,739
-547
723
$239K ﹤0.01%
13,314
+333
724
$238K ﹤0.01%
5,222
-4,114
725
$238K ﹤0.01%
13,406
+576
27 28
29
30 31