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
776
$196K ﹤0.01%
4,765
-118
777
$196K ﹤0.01%
3,353
+112
778
$195K ﹤0.01%
565
+108
779
$194K ﹤0.01%
7,839
+6,046
780
$194K ﹤0.01%
15,290
+2,293
781
$190K ﹤0.01%
8,666
782
$190K ﹤0.01%
8,369
+2,864
783
$188K ﹤0.01%
4,336
+1,032
784
$187K ﹤0.01%
172
-19
785
$187K ﹤0.01%
17,860
+24
786
$185K ﹤0.01%
6,645
-430
787
$185K ﹤0.01%
7,405
+3,177
788
$184K ﹤0.01%
4,620
+189
789
$183K ﹤0.01%
1,993
+299
790
$183K ﹤0.01%
5,120
+163
791
$182K ﹤0.01%
7,490
+2,011
792
$179K ﹤0.01%
+2,325
793
$179K ﹤0.01%
5,160
-307
794
$179K ﹤0.01%
1,636
-109
795
$178K ﹤0.01%
3,615
-876
796
$177K ﹤0.01%
2,080
+106
797
$176K ﹤0.01%
3,585
+32
798
$176K ﹤0.01%
2,780
+187
799
$176K ﹤0.01%
+3,130
800
$176K ﹤0.01%
3,459
-378
30 31
32
33 34