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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$310M
3
+$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1
+$161M
2
+$48.1M
3
+$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

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
751
$216K ﹤0.01%
14,084
+2,857
752
$215K ﹤0.01%
966
+97
753
$215K ﹤0.01%
922
+24
754
$214K ﹤0.01%
528
-19
755
$213K ﹤0.01%
5,059
-2,740
756
$212K ﹤0.01%
5,285
757
$212K ﹤0.01%
3,543
+2,986
758
$212K ﹤0.01%
3,363
-534
759
$212K ﹤0.01%
1,228
+305
760
$210K ﹤0.01%
6,856
-6,872
761
$210K ﹤0.01%
5,917
-233
762
$209K ﹤0.01%
+14,554
763
$209K ﹤0.01%
8,717
-556
764
$208K ﹤0.01%
5,148
+507
765
$208K ﹤0.01%
1,400
766
$205K ﹤0.01%
4,608
-116
767
$205K ﹤0.01%
3,746
+1,213
768
$205K ﹤0.01%
6,150
+457
769
$203K ﹤0.01%
2,507
+1,616
770
$201K ﹤0.01%
5,490
+1,950
771
$200K ﹤0.01%
2,740
+357
772
$200K ﹤0.01%
1,430
+785
773
$200K ﹤0.01%
727
+9
774
$200K ﹤0.01%
6,477
+2,827
775
$197K ﹤0.01%
18,000
29 30
31
32 33