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
51
$22.6M 0.37%
222,034
+34,138
52
$22.4M 0.36%
462,990
+86,877
53
$21.3M 0.34%
339,556
+97,581
54
$21.2M 0.34%
149,143
+8,596
55
$20.9M 0.34%
242,572
+3,918
56
$20.5M 0.33%
330,832
+77,325
57
$20.4M 0.33%
133,635
+6,174
58
$19.6M 0.32%
572,493
-871,359
59
$19.5M 0.32%
475,790
+37,233
60
$19.3M 0.31%
473,196
+11,692
61
$19M 0.31%
165,312
-681
62
$18.8M 0.3%
363,950
-1,694
63
$18.3M 0.3%
178,288
+19,987
64
$18.1M 0.29%
610,040
+401,880
65
$17.7M 0.29%
178,238
+9,873
66
$17.3M 0.28%
13,388
+2,887
67
$16.9M 0.27%
121,180
+8,067
68
$15.8M 0.26%
251,712
-479
69
$15.8M 0.26%
165,075
+54,307
70
$15.7M 0.25%
253,284
+5,794
71
$15.6M 0.25%
155,655
+86
72
$15.4M 0.25%
187,182
+14,211
73
$15.3M 0.25%
419,242
+29,766
74
$14.7M 0.24%
155,572
+23,796
75
$14.5M 0.24%
152,860
+13,134
1 2
3
4 5