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
851
$58K ﹤0.01%
2,130
+1,420
852
$57K ﹤0.01%
+5,675
853
$57K ﹤0.01%
1,078
-2,258
854
$57K ﹤0.01%
1,417
+666
855
$57K ﹤0.01%
6,380
+5,355
856
$57K ﹤0.01%
1,176
+606
857
$57K ﹤0.01%
1,392
+156
858
$57K ﹤0.01%
2,008
+708
859
$56K ﹤0.01%
440
+41
860
$56K ﹤0.01%
660
+102
861
$56K ﹤0.01%
+1,139
862
$56K ﹤0.01%
62
-22
863
$56K ﹤0.01%
164
+32
864
$56K ﹤0.01%
2,422
+1,311
865
$56K ﹤0.01%
357
+297
866
$56K ﹤0.01%
1,532
+396
867
$55K ﹤0.01%
+2,434
868
$55K ﹤0.01%
2,330
869
$55K ﹤0.01%
669
+381
870
$55K ﹤0.01%
1,502
+290
871
$55K ﹤0.01%
4,230
+3,531
872
$55K ﹤0.01%
1,204
+815
873
$55K ﹤0.01%
3,147
+86
874
$54K ﹤0.01%
2,461
+1,777
875
$54K ﹤0.01%
5,419
33 34
35
36 37