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
926
$46K ﹤0.01%
+895
927
$46K ﹤0.01%
958
-6,631
928
$45K ﹤0.01%
1,037
-139
929
$45K ﹤0.01%
1,092
+1,065
930
$45K ﹤0.01%
571
+24
931
$45K ﹤0.01%
317
-417
932
$44K ﹤0.01%
+1,019
933
$44K ﹤0.01%
1,275
+1,049
934
$44K ﹤0.01%
2,930
+14
935
$44K ﹤0.01%
1,438
+88
936
$44K ﹤0.01%
412
+180
937
$44K ﹤0.01%
4,301
938
$44K ﹤0.01%
1,689
939
$43K ﹤0.01%
1,419
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940
$43K ﹤0.01%
400
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941
$43K ﹤0.01%
+1,335
942
$43K ﹤0.01%
933
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943
$43K ﹤0.01%
987
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944
$43K ﹤0.01%
3,655
+1,855
945
$43K ﹤0.01%
1,740
-412
946
$43K ﹤0.01%
2,711
947
$43K ﹤0.01%
1,000
948
$43K ﹤0.01%
1,024
+960
949
$43K ﹤0.01%
+4,506
950
$43K ﹤0.01%
6,258
+121
36 37
38
39 40