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
876
$142K ﹤0.01%
12,279
+4
877
$142K ﹤0.01%
17,991
+386
878
$140K ﹤0.01%
13,044
879
$139K ﹤0.01%
7,790
+555
880
$139K ﹤0.01%
749
+112
881
$139K ﹤0.01%
1,247
+72
882
$139K ﹤0.01%
10,450
883
$138K ﹤0.01%
20,089
+259
884
$137K ﹤0.01%
3,385
-1,613
885
$137K ﹤0.01%
4,523
+71
886
$137K ﹤0.01%
1,393
+1,140
887
$136K ﹤0.01%
962
-308
888
$136K ﹤0.01%
5,922
-240
889
$136K ﹤0.01%
2,584
+1,214
890
$136K ﹤0.01%
5,592
-400
891
$136K ﹤0.01%
2,601
-23
892
$136K ﹤0.01%
3,807
-60
893
$135K ﹤0.01%
12,735
-4,757
894
$135K ﹤0.01%
11,614
895
$135K ﹤0.01%
+8,644
896
$134K ﹤0.01%
1,241
+511
897
$134K ﹤0.01%
914
-85
898
$133K ﹤0.01%
1,888
+1,651
899
$133K ﹤0.01%
10,143
900
$132K ﹤0.01%
5,580
-132
34 35
36
37 38