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
801
$175K ﹤0.01%
1,156
+4
802
$173K ﹤0.01%
2,580
-53
803
$173K ﹤0.01%
6,519
-1,099
804
$172K ﹤0.01%
+3,145
805
$172K ﹤0.01%
13,815
+1,452
806
$172K ﹤0.01%
13,620
+10
807
$172K ﹤0.01%
6,729
+3,142
808
$171K ﹤0.01%
2,809
-498
809
$171K ﹤0.01%
6,791
810
$169K ﹤0.01%
1,648
+116
811
$169K ﹤0.01%
1,352
-714
812
$169K ﹤0.01%
7,019
+356
813
$169K ﹤0.01%
4,506
+328
814
$169K ﹤0.01%
2,267
+826
815
$169K ﹤0.01%
6,722
+2,357
816
$169K ﹤0.01%
9,440
-539
817
$169K ﹤0.01%
1,490
+4
818
$168K ﹤0.01%
1,266
+6
819
$168K ﹤0.01%
5,885
820
$166K ﹤0.01%
2,225
821
$166K ﹤0.01%
604
+1
822
$166K ﹤0.01%
4,435
-550
823
$165K ﹤0.01%
12,545
+340
824
$164K ﹤0.01%
1,651
+996
825
$164K ﹤0.01%
3,523
+437
31 32
33
34 35