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
776
$79K ﹤0.01%
386
+89
777
$78K ﹤0.01%
+934
778
$78K ﹤0.01%
+16,380
779
$77K ﹤0.01%
+3,355
780
$77K ﹤0.01%
4,903
+2,811
781
$77K ﹤0.01%
+2,685
782
$77K ﹤0.01%
+6,601
783
$77K ﹤0.01%
+2,482
784
$77K ﹤0.01%
804
+563
785
$77K ﹤0.01%
428
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786
$77K ﹤0.01%
+2,238
787
$77K ﹤0.01%
1,666
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788
$76K ﹤0.01%
4,886
+1,506
789
$76K ﹤0.01%
692
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790
$76K ﹤0.01%
+651
791
$76K ﹤0.01%
645
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792
$75K ﹤0.01%
673
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793
$75K ﹤0.01%
+7,330
794
$74K ﹤0.01%
692
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795
$74K ﹤0.01%
1,892
-99
796
$74K ﹤0.01%
1,108
+1,083
797
$74K ﹤0.01%
1,175
+159
798
$73K ﹤0.01%
1,000
+871
799
$73K ﹤0.01%
3,248
+2,508
800
$73K ﹤0.01%
1,026
-107,156
30 31
32
33 34