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
901
$132K ﹤0.01%
2,861
+2
902
$132K ﹤0.01%
9,513
+100
903
$131K ﹤0.01%
5,916
-1,732
904
$131K ﹤0.01%
873
+23
905
$131K ﹤0.01%
964
-570
906
$130K ﹤0.01%
303
+50
907
$130K ﹤0.01%
2,905
+300
908
$130K ﹤0.01%
2,792
+464
909
$130K ﹤0.01%
5,482
-429
910
$129K ﹤0.01%
6,198
-1,050
911
$128K ﹤0.01%
11,194
-6,347
912
$127K ﹤0.01%
3,818
+1,638
913
$126K ﹤0.01%
2,127
+447
914
$126K ﹤0.01%
+4,243
915
$125K ﹤0.01%
2,559
+315
916
$125K ﹤0.01%
10,965
-1,957
917
$125K ﹤0.01%
5,176
+2,702
918
$124K ﹤0.01%
1,601
+1,462
919
$123K ﹤0.01%
6,131
+493
920
$123K ﹤0.01%
2,108
-189
921
$123K ﹤0.01%
544
+58
922
$123K ﹤0.01%
5,741
+2,460
923
$123K ﹤0.01%
1,820
-50
924
$122K ﹤0.01%
2,046
-101
925
$122K ﹤0.01%
761
-719
35 36
37
38 39