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
851
$153K ﹤0.01%
2,314
-28
852
$152K ﹤0.01%
23,743
+9,772
853
$151K ﹤0.01%
1,355
-2,775
854
$151K ﹤0.01%
5,028
855
$151K ﹤0.01%
+1,625
856
$150K ﹤0.01%
2,845
857
$150K ﹤0.01%
5,000
858
$150K ﹤0.01%
10,278
+436
859
$150K ﹤0.01%
7,356
-1,326
860
$149K ﹤0.01%
1,309
+5
861
$149K ﹤0.01%
12,037
+133
862
$148K ﹤0.01%
5,779
-2,128
863
$148K ﹤0.01%
5,105
+243
864
$147K ﹤0.01%
7,818
-882
865
$147K ﹤0.01%
2,862
+411
866
$147K ﹤0.01%
+3,435
867
$147K ﹤0.01%
2,655
+18
868
$146K ﹤0.01%
11,474
-2,306
869
$146K ﹤0.01%
8,442
-6,684
870
$144K ﹤0.01%
8,192
-12,480
871
$144K ﹤0.01%
1,531
+25
872
$143K ﹤0.01%
713
-97
873
$143K ﹤0.01%
+5,100
874
$143K ﹤0.01%
5,283
+169
875
$142K ﹤0.01%
1,943
+535
33 34
35
36 37