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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$81.2M
3 +$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1 +$98.4M
2 +$44.8M
3 +$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$14.5M 0.21%
318,742
+6,760
77
$14.5M 0.21%
505,527
+15,747
78
$14.4M 0.21%
170,368
+156,282
79
$14.2M 0.2%
165,917
+4,259
80
$14.1M 0.2%
185,443
+12,057
81
$14M 0.2%
126,088
+4,593
82
$13.7M 0.2%
10,937
-2,451
83
$13.5M 0.19%
260,006
+58,297
84
$13.4M 0.19%
116,886
+2,917
85
$13.4M 0.19%
144,357
+7,104
86
$13.3M 0.19%
284,850
-2,109,918
87
$13.1M 0.19%
208,957
+5,085
88
$13M 0.19%
122,965
+6,306
89
$12.8M 0.18%
101,243
+19,145
90
$12.8M 0.18%
356,118
+24,690
91
$12.6M 0.18%
111,577
+13,190
92
$12.5M 0.18%
130,469
+5,825
93
$12.4M 0.18%
189,916
+3,444
94
$12.4M 0.18%
243,402
+5,560
95
$12.3M 0.18%
367,781
+13,778
96
$12.3M 0.18%
139,230
-16,342
97
$12.1M 0.17%
243,781
+14,883
98
$12M 0.17%
193,755
+4,558
99
$11.7M 0.17%
97,329
+3,688
100
$11.6M 0.17%
288,308
+13,249