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
1001
$35K ﹤0.01%
2,822
-14,280
1002
$35K ﹤0.01%
29,720
+2,720
1003
$35K ﹤0.01%
724
+628
1004
$35K ﹤0.01%
736
-440
1005
$34K ﹤0.01%
189
+57
1006
$34K ﹤0.01%
558
-102
1007
$34K ﹤0.01%
513
+178
1008
$34K ﹤0.01%
+1,530
1009
$34K ﹤0.01%
5,445
+1,785
1010
$34K ﹤0.01%
956
1011
$34K ﹤0.01%
2,808
+697
1012
$34K ﹤0.01%
447
-64
1013
$33K ﹤0.01%
754
+200
1014
$33K ﹤0.01%
529
-47
1015
$33K ﹤0.01%
481
-319
1016
$33K ﹤0.01%
+3,387
1017
$33K ﹤0.01%
638
-130
1018
$33K ﹤0.01%
1,158
-901
1019
$33K ﹤0.01%
953
-112
1020
$33K ﹤0.01%
845
+533
1021
$32K ﹤0.01%
413
+140
1022
$32K ﹤0.01%
1,054
-127
1023
$32K ﹤0.01%
6,603
1024
$32K ﹤0.01%
1,058
+78
1025
$32K ﹤0.01%
2,680
+1,311
39 40
41
42 43