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
951
$43K ﹤0.01%
4,847
+1,838
952
$43K ﹤0.01%
883
+32
953
$43K ﹤0.01%
+1,904
954
$43K ﹤0.01%
193
-52
955
$42K ﹤0.01%
712
-301
956
$42K ﹤0.01%
1,627
+1,615
957
$42K ﹤0.01%
1,267
+712
958
$42K ﹤0.01%
337
+186
959
$41K ﹤0.01%
1,667
-123
960
$41K ﹤0.01%
+1,181
961
$41K ﹤0.01%
+13,964
962
$41K ﹤0.01%
537
+189
963
$41K ﹤0.01%
792
+495
964
$41K ﹤0.01%
791
965
$41K ﹤0.01%
1,622
966
$41K ﹤0.01%
600
967
$40K ﹤0.01%
+1,400
968
$40K ﹤0.01%
2,183
+1,783
969
$39K ﹤0.01%
784
+315
970
$39K ﹤0.01%
+874
971
$39K ﹤0.01%
725
-168
972
$39K ﹤0.01%
1,155
+806
973
$39K ﹤0.01%
2,284
+495
974
$39K ﹤0.01%
585
+511
975
$39K ﹤0.01%
1,343
+1,124
37 38
39
40 41