Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$355M
2 +$332M
3 +$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1 +$171M
2 +$45.8M
3 +$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
726
$238K ﹤0.01%
5,222
-4,114
727
$236K ﹤0.01%
5,128
+3,388
728
$231K ﹤0.01%
16,408
-15,876
729
$231K ﹤0.01%
3,302
-292
730
$231K ﹤0.01%
5,384
-1,459
731
$231K ﹤0.01%
5,481
+1,075
732
$230K ﹤0.01%
3,602
+521
733
$230K ﹤0.01%
9,650
+274
734
$229K ﹤0.01%
30,389
+29,582
735
$228K ﹤0.01%
7,953
-117
736
$228K ﹤0.01%
1,556
+24
737
$227K ﹤0.01%
8,156
-4,324
738
$227K ﹤0.01%
4,829
+87
739
$225K ﹤0.01%
3,722
+1,337
740
$224K ﹤0.01%
1,157
-43
741
$221K ﹤0.01%
10,170
+6,566
742
$219K ﹤0.01%
2,117
-50
743
$219K ﹤0.01%
732
-30
744
$218K ﹤0.01%
2,782
+121
745
$218K ﹤0.01%
15,895
+15,755
746
$217K ﹤0.01%
5,185
+1,247
747
$217K ﹤0.01%
12,027
-39
748
$216K ﹤0.01%
2,676
+293
749
$216K ﹤0.01%
7,022
-7,840
750
$216K ﹤0.01%
5,092
+99