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
751
$84K ﹤0.01%
525
-67
752
$83K ﹤0.01%
3,163
+1,926
753
$83K ﹤0.01%
+1,398
754
$83K ﹤0.01%
2,421
-239
755
$83K ﹤0.01%
1,232
-87
756
$83K ﹤0.01%
4,612
757
$82K ﹤0.01%
+6,025
758
$82K ﹤0.01%
+2,007
759
$82K ﹤0.01%
+965
760
$82K ﹤0.01%
4,823
761
$81K ﹤0.01%
1,282
+839
762
$81K ﹤0.01%
4,266
+3,242
763
$81K ﹤0.01%
+1,813
764
$80K ﹤0.01%
2,707
-383
765
$80K ﹤0.01%
6,300
766
$80K ﹤0.01%
3,480
767
$80K ﹤0.01%
964
+404
768
$80K ﹤0.01%
5,267
769
$80K ﹤0.01%
1,694
+481
770
$79K ﹤0.01%
3,491
+1,883
771
$79K ﹤0.01%
2,142
+1,402
772
$79K ﹤0.01%
2,548
+965
773
$79K ﹤0.01%
1,911
+290
774
$79K ﹤0.01%
4,778
+1,712
775
$79K ﹤0.01%
2,173
+759
29 30
31
32 33