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
726
$91K ﹤0.01%
2,934
+793
727
$91K ﹤0.01%
1,112
+990
728
$91K ﹤0.01%
1,211
+573
729
$91K ﹤0.01%
9,496
-388
730
$90K ﹤0.01%
2,223
731
$90K ﹤0.01%
1,875
+213
732
$90K ﹤0.01%
1,890
-439
733
$89K ﹤0.01%
4,375
734
$89K ﹤0.01%
+2,294
735
$89K ﹤0.01%
1,337
+97
736
$88K ﹤0.01%
+18,146
737
$88K ﹤0.01%
9,678
-304
738
$88K ﹤0.01%
+829
739
$88K ﹤0.01%
1,782
+1,472
740
$87K ﹤0.01%
679
+575
741
$87K ﹤0.01%
7,501
-1,620
742
$87K ﹤0.01%
1,580
-584
743
$86K ﹤0.01%
5,972
+2,436
744
$86K ﹤0.01%
4,560
+500
745
$85K ﹤0.01%
13,202
+8,234
746
$85K ﹤0.01%
1,584
+1,034
747
$85K ﹤0.01%
2,020
+1,209
748
$85K ﹤0.01%
10,813
+2,583
749
$84K ﹤0.01%
4,250
750
$84K ﹤0.01%
+4,860
28 29
30
31 32