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
1001
$100K ﹤0.01%
29,670
1002
$99K ﹤0.01%
1,051
+408
1003
$99K ﹤0.01%
1,525
1004
$99K ﹤0.01%
2,044
-301
1005
$99K ﹤0.01%
1,761
+371
1006
$98K ﹤0.01%
654
+35
1007
$98K ﹤0.01%
6,365
1008
$97K ﹤0.01%
8,303
1009
$97K ﹤0.01%
3,989
1010
$96K ﹤0.01%
1,132
+56
1011
$95K ﹤0.01%
4,414
+2,172
1012
$95K ﹤0.01%
6,020
+5,130
1013
$95K ﹤0.01%
1,219
+61
1014
$94K ﹤0.01%
1,243
+73
1015
$94K ﹤0.01%
2,094
1016
$94K ﹤0.01%
2,686
-57
1017
$94K ﹤0.01%
1,353
-907
1018
$94K ﹤0.01%
1,597
-585
1019
$94K ﹤0.01%
+8,688
1020
$94K ﹤0.01%
2,849
+303
1021
$94K ﹤0.01%
2,115
1022
$93K ﹤0.01%
5,000
1023
$92K ﹤0.01%
2,873
-512
1024
$92K ﹤0.01%
2,411
1025
$92K ﹤0.01%
2,590
-2,512
39 40
41
42 43