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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$81.2M
3 +$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1 +$98.4M
2 +$44.8M
3 +$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$51K ﹤0.01%
402
+244
902
$50K ﹤0.01%
2,078
+1,300
903
$50K ﹤0.01%
7,643
+3,280
904
$50K ﹤0.01%
1,032
+204
905
$50K ﹤0.01%
3,186
+2,739
906
$50K ﹤0.01%
1,386
-88
907
$50K ﹤0.01%
2,868
+650
908
$50K ﹤0.01%
3,285
+2,904
909
$49K ﹤0.01%
6,492
+350
910
$49K ﹤0.01%
2,161
-643
911
$49K ﹤0.01%
1,215
+50
912
$49K ﹤0.01%
1,485
913
$48K ﹤0.01%
16,710
+2,746
914
$48K ﹤0.01%
578
+122
915
$48K ﹤0.01%
4,900
+53
916
$48K ﹤0.01%
2,700
917
$48K ﹤0.01%
1,930
+305
918
$48K ﹤0.01%
5,649
-595
919
$48K ﹤0.01%
614
-36
920
$47K ﹤0.01%
3,790
+135
921
$47K ﹤0.01%
2,400
+1,675
922
$47K ﹤0.01%
2,154
+2,132
923
$47K ﹤0.01%
1,186
-186
924
$47K ﹤0.01%
379
-272
925
$47K ﹤0.01%
+807