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
951
$115K ﹤0.01%
1,375
+4
952
$115K ﹤0.01%
4,910
+1,902
953
$114K ﹤0.01%
+5,000
954
$114K ﹤0.01%
2,255
+781
955
$114K ﹤0.01%
2,145
-456
956
$114K ﹤0.01%
22,353
-180
957
$114K ﹤0.01%
7,988
+39
958
$113K ﹤0.01%
3,187
-542
959
$113K ﹤0.01%
1,436
+624
960
$112K ﹤0.01%
2,482
961
$112K ﹤0.01%
851
-77
962
$112K ﹤0.01%
851
+116
963
$112K ﹤0.01%
923
-64
964
$112K ﹤0.01%
7,187
+85
965
$111K ﹤0.01%
992
-222
966
$111K ﹤0.01%
2,058
+1,113
967
$111K ﹤0.01%
1,710
968
$111K ﹤0.01%
2,880
969
$110K ﹤0.01%
7,712
+837
970
$110K ﹤0.01%
3,336
-3,826
971
$109K ﹤0.01%
2,142
972
$109K ﹤0.01%
+1,121
973
$108K ﹤0.01%
1,622
+22
974
$108K ﹤0.01%
1,584
+150
975
$108K ﹤0.01%
6,452
+185
37 38
39
40 41