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
876
$54K ﹤0.01%
1,114
-310
877
$54K ﹤0.01%
+574
878
$54K ﹤0.01%
1,474
+135
879
$54K ﹤0.01%
650
+116
880
$53K ﹤0.01%
2,877
+1,126
881
$53K ﹤0.01%
1,047
+47
882
$52K ﹤0.01%
495
+460
883
$52K ﹤0.01%
991
+980
884
$52K ﹤0.01%
+1,072
885
$52K ﹤0.01%
998
+21
886
$52K ﹤0.01%
+794
887
$52K ﹤0.01%
1,214
+11
888
$51K ﹤0.01%
797
+544
889
$51K ﹤0.01%
+4,282
890
$51K ﹤0.01%
+1,997
891
$51K ﹤0.01%
1,372
+186
892
$51K ﹤0.01%
1,053
+106
893
$50K ﹤0.01%
1,581
+450
894
$50K ﹤0.01%
439
+310
895
$50K ﹤0.01%
511
+368
896
$50K ﹤0.01%
+2,700
897
$50K ﹤0.01%
1,553
-377
898
$50K ﹤0.01%
1,764
-634
899
$50K ﹤0.01%
677
+602
900
$49K ﹤0.01%
6,488
+5,788
34 35
36
37 38