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
976
$39K ﹤0.01%
768
+368
977
$39K ﹤0.01%
1,625
-218
978
$39K ﹤0.01%
397
+367
979
$39K ﹤0.01%
2,218
+2,126
980
$38K ﹤0.01%
3,991
981
$38K ﹤0.01%
828
-192
982
$38K ﹤0.01%
+1,546
983
$38K ﹤0.01%
+1,683
984
$37K ﹤0.01%
576
+234
985
$37K ﹤0.01%
214
+195
986
$37K ﹤0.01%
3,641
+675
987
$37K ﹤0.01%
329
+29
988
$37K ﹤0.01%
1,033
+633
989
$37K ﹤0.01%
1,240
+920
990
$37K ﹤0.01%
+1,546
991
$37K ﹤0.01%
+1,450
992
$37K ﹤0.01%
384
+24
993
$37K ﹤0.01%
1,654
+321
994
$37K ﹤0.01%
598
+244
995
$37K ﹤0.01%
296
+128
996
$36K ﹤0.01%
539
+162
997
$36K ﹤0.01%
1,200
998
$36K ﹤0.01%
511
+294
999
$36K ﹤0.01%
549
+49
1000
$36K ﹤0.01%
1,241
+1,141
38 39
40
41 42