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
901
$49K ﹤0.01%
5,175
+5,164
902
$49K ﹤0.01%
1,743
+330
903
$49K ﹤0.01%
1,635
904
$49K ﹤0.01%
+425
905
$48K ﹤0.01%
+2,750
906
$48K ﹤0.01%
3,773
+763
907
$48K ﹤0.01%
+1,320
908
$48K ﹤0.01%
+1,165
909
$48K ﹤0.01%
+920
910
$48K ﹤0.01%
+341
911
$48K ﹤0.01%
+1,650
912
$47K ﹤0.01%
142
+105
913
$47K ﹤0.01%
1,000
914
$47K ﹤0.01%
4,519
+4,353
915
$47K ﹤0.01%
806
+320
916
$47K ﹤0.01%
+6,244
917
$47K ﹤0.01%
821
+60
918
$46K ﹤0.01%
11,389
+10,252
919
$46K ﹤0.01%
+1,209
920
$46K ﹤0.01%
1,087
-313
921
$46K ﹤0.01%
1,051
+887
922
$46K ﹤0.01%
2,012
+926
923
$46K ﹤0.01%
1,065
+930
924
$46K ﹤0.01%
1,580
+1,579
925
$46K ﹤0.01%
415
+281
35 36
37
38 39