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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$81.2M
3 +$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1 +$98.4M
2 +$44.8M
3 +$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$78K ﹤0.01%
842
+331
802
$78K ﹤0.01%
460
+32
803
$78K ﹤0.01%
1,543
-652
804
$78K ﹤0.01%
2,458
+328
805
$77K ﹤0.01%
1,204
+535
806
$77K ﹤0.01%
2,482
807
$77K ﹤0.01%
6,721
+4,372
808
$76K ﹤0.01%
941
-59
809
$76K ﹤0.01%
9,430
810
$76K ﹤0.01%
719
+22
811
$75K ﹤0.01%
610
-110
812
$74K ﹤0.01%
1,512
-72
813
$74K ﹤0.01%
3,915
-351
814
$73K ﹤0.01%
1,755
-418
815
$73K ﹤0.01%
4,587
816
$72K ﹤0.01%
819
-115
817
$72K ﹤0.01%
1,735
-59
818
$72K ﹤0.01%
284
-304
819
$72K ﹤0.01%
5,348
+144
820
$72K ﹤0.01%
4,856
-1,622
821
$71K ﹤0.01%
786
+705
822
$71K ﹤0.01%
789
-224
823
$71K ﹤0.01%
2,446
+426
824
$71K ﹤0.01%
1,074
-39
825
$70K ﹤0.01%
2,845