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
976
$107K ﹤0.01%
2,950
+175
977
$107K ﹤0.01%
1,542
+38
978
$107K ﹤0.01%
1,490
979
$107K ﹤0.01%
1,042
+679
980
$107K ﹤0.01%
18,922
+2,664
981
$107K ﹤0.01%
2,957
+296
982
$107K ﹤0.01%
4,037
983
$105K ﹤0.01%
4,238
-283
984
$105K ﹤0.01%
3,131
+1,107
985
$105K ﹤0.01%
2,050
+110
986
$104K ﹤0.01%
3,129
987
$104K ﹤0.01%
4,823
988
$104K ﹤0.01%
1,682
+46
989
$104K ﹤0.01%
789
+247
990
$104K ﹤0.01%
2,389
+183
991
$103K ﹤0.01%
3,669
-3,123
992
$103K ﹤0.01%
1,201
+41
993
$102K ﹤0.01%
3,400
-200
994
$101K ﹤0.01%
4,632
+164
995
$101K ﹤0.01%
509
+95
996
$101K ﹤0.01%
2,109
-741
997
$101K ﹤0.01%
1,533
+189
998
$101K ﹤0.01%
2,874
+1,530
999
$101K ﹤0.01%
523
+61
1000
$100K ﹤0.01%
1,580
38 39
40
41 42