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
926
$122K ﹤0.01%
7,393
-6,672
927
$121K ﹤0.01%
7,921
928
$121K ﹤0.01%
2,118
-139
929
$120K ﹤0.01%
4,000
930
$120K ﹤0.01%
410
-2
931
$120K ﹤0.01%
3,033
+141
932
$120K ﹤0.01%
2,058
+114
933
$120K ﹤0.01%
1,000
934
$119K ﹤0.01%
10,586
+693
935
$119K ﹤0.01%
4,767
+258
936
$119K ﹤0.01%
2,022
-88
937
$119K ﹤0.01%
2,369
-138
938
$119K ﹤0.01%
10,939
-16,967
939
$118K ﹤0.01%
1,972
-4,331
940
$118K ﹤0.01%
2,428
941
$118K ﹤0.01%
2,151
+1,400
942
$118K ﹤0.01%
22,493
+1,193
943
$118K ﹤0.01%
1,168
+335
944
$118K ﹤0.01%
6,130
+10
945
$117K ﹤0.01%
2,497
+176
946
$117K ﹤0.01%
2,310
+1,135
947
$117K ﹤0.01%
+5,325
948
$116K ﹤0.01%
11,169
-342
949
$116K ﹤0.01%
1,620
+135
950
$116K ﹤0.01%
2,670
+357
36 37
38
39 40