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
76
$14.3M 0.23%
110,790
+17,165
77
$14.3M 0.23%
188,128
-13,271
78
$13.9M 0.23%
489,780
+35,432
79
$13.8M 0.22%
186,610
+140,451
80
$13.7M 0.22%
161,658
-4,663
81
$13M 0.21%
121,495
+14,603
82
$12.9M 0.21%
124,644
+9,054
83
$12.8M 0.21%
434,051
+62,880
84
$12.6M 0.2%
113,969
-164,250
85
$12.5M 0.2%
311,982
+120,886
86
$12.5M 0.2%
530,930
-39,342
87
$12.3M 0.2%
232,711
+121,811
88
$12.3M 0.2%
137,253
+10,919
89
$12.3M 0.2%
186,472
-2,537
90
$11.9M 0.19%
331,428
-48,980
91
$11.9M 0.19%
173,386
+31,063
92
$11.8M 0.19%
93,641
-1,629
93
$11.7M 0.19%
127,922
-2,469
94
$11.7M 0.19%
203,872
+17,380
95
$11.6M 0.19%
116,659
+19,797
96
$11.4M 0.18%
185,975
+44,267
97
$11.4M 0.18%
98,387
+9,490
98
$11.3M 0.18%
84,574
+6,146
99
$11.2M 0.18%
228,898
+78,158
100
$11.2M 0.18%
189,197
+12,138
2 3
4
5 6