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
1001
$36K ﹤0.01%
2,207
1002
$35K ﹤0.01%
430
+283
1003
$35K ﹤0.01%
4,892
+3,404
1004
$35K ﹤0.01%
1,101
+327
1005
$35K ﹤0.01%
+1,063
1006
$35K ﹤0.01%
+278
1007
$35K ﹤0.01%
1,660
+721
1008
$35K ﹤0.01%
+1,809
1009
$35K ﹤0.01%
761
+142
1010
$35K ﹤0.01%
1,081
+680
1011
$35K ﹤0.01%
2,241
+170
1012
$34K ﹤0.01%
7,663
+7,424
1013
$34K ﹤0.01%
707
+307
1014
$34K ﹤0.01%
184
+97
1015
$34K ﹤0.01%
+456
1016
$34K ﹤0.01%
2,370
1017
$34K ﹤0.01%
+2,702
1018
$34K ﹤0.01%
+639
1019
$34K ﹤0.01%
28
+11
1020
$33K ﹤0.01%
466
+266
1021
$33K ﹤0.01%
613
+442
1022
$33K ﹤0.01%
+527
1023
$33K ﹤0.01%
956
-1,504
1024
$33K ﹤0.01%
725
+115
1025
$33K ﹤0.01%
1,337
39 40
41
42 43