Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$355M
2 +$332M
3 +$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1 +$171M
2 +$45.8M
3 +$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
826
$163K ﹤0.01%
18,850
+4,150
827
$163K ﹤0.01%
3,516
+228
828
$162K ﹤0.01%
13,788
+1,180
829
$162K ﹤0.01%
2,632
-1,761
830
$161K ﹤0.01%
3,612
+300
831
$161K ﹤0.01%
1,721
+942
832
$160K ﹤0.01%
3,635
-2
833
$160K ﹤0.01%
8,216
-94
834
$160K ﹤0.01%
10,785
+3,028
835
$159K ﹤0.01%
926
+108
836
$159K ﹤0.01%
5,261
-546
837
$158K ﹤0.01%
2,579
+653
838
$158K ﹤0.01%
1,500
-9
839
$157K ﹤0.01%
4,116
840
$157K ﹤0.01%
1,168
+162
841
$156K ﹤0.01%
3,469
+67
842
$156K ﹤0.01%
11,611
+329
843
$155K ﹤0.01%
9,146
-162
844
$155K ﹤0.01%
1,928
-26
845
$155K ﹤0.01%
914
-48
846
$155K ﹤0.01%
10,889
+59
847
$154K ﹤0.01%
11,550
-500
848
$153K ﹤0.01%
5,335
-707
849
$153K ﹤0.01%
2,798
+1,408
850
$153K ﹤0.01%
3,674
+3,430