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
801
$73K ﹤0.01%
11,128
-3,504
802
$73K ﹤0.01%
+4,187
803
$72K ﹤0.01%
+16,570
804
$72K ﹤0.01%
+1,200
805
$72K ﹤0.01%
1,113
+1
806
$71K ﹤0.01%
1,856
+1,124
807
$71K ﹤0.01%
720
+46
808
$71K ﹤0.01%
1,419
+499
809
$70K ﹤0.01%
16,854
+3,573
810
$70K ﹤0.01%
4,587
-209
811
$69K ﹤0.01%
+10,140
812
$69K ﹤0.01%
2,425
+402
813
$68K ﹤0.01%
1,794
+600
814
$68K ﹤0.01%
2,059
+955
815
$68K ﹤0.01%
2,484
+1,656
816
$68K ﹤0.01%
3,910
+3,720
817
$68K ﹤0.01%
646
+144
818
$68K ﹤0.01%
29,670
819
$67K ﹤0.01%
+2,505
820
$67K ﹤0.01%
125
821
$67K ﹤0.01%
+5,204
822
$67K ﹤0.01%
+4,946
823
$67K ﹤0.01%
2,474
+1,828
824
$67K ﹤0.01%
2,100
825
$67K ﹤0.01%
1,275
+637
31 32
33
34 35