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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.8M 0.36%
383,492
+43,936
52
$24.5M 0.35%
232,705
+10,671
53
$23.5M 0.34%
180,367
-12,169
54
$22.6M 0.32%
256,186
+13,614
55
$22.2M 0.32%
631,040
+26,960
56
$22.2M 0.32%
146,992
+13,357
57
$22.1M 0.32%
618,520
+8,480
58
$21.1M 0.3%
199,232
+20,944
59
$20.4M 0.29%
377,388
+13,438
60
$20.1M 0.29%
191,972
+26,897
61
$20M 0.29%
474,508
+1,312
62
$19.5M 0.28%
166,735
+1,423
63
$19M 0.27%
552,821
-19,672
64
$18.8M 0.27%
192,349
+14,111
65
$18.8M 0.27%
336,045
+173,794
66
$18.7M 0.27%
127,984
+6,804
67
$17.9M 0.26%
324,205
+91,494
68
$17.7M 0.25%
257,025
+5,313
69
$16.5M 0.24%
256,990
+3,706
70
$16.4M 0.23%
193,172
+5,990
71
$16.2M 0.23%
497,848
+63,797
72
$16M 0.23%
156,634
+979
73
$15.2M 0.22%
153,272
+412
74
$15.1M 0.22%
191,026
+4,416
75
$14.7M 0.21%
358,431
-117,359
1 2
3
4 5