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
1026
$33K ﹤0.01%
+2,141
1027
$33K ﹤0.01%
320
1028
$32K ﹤0.01%
+272
1029
$32K ﹤0.01%
+1,224
1030
$32K ﹤0.01%
500
1031
$32K ﹤0.01%
+597
1032
$32K ﹤0.01%
999
+147
1033
$32K ﹤0.01%
773
+751
1034
$32K ﹤0.01%
6,603
1035
$32K ﹤0.01%
+4,448
1036
$32K ﹤0.01%
3,860
-44,040
1037
$32K ﹤0.01%
1,485
-161
1038
$31K ﹤0.01%
918
-666
1039
$31K ﹤0.01%
1,665
-16,875
1040
$31K ﹤0.01%
+1,036
1041
$31K ﹤0.01%
+701
1042
$31K ﹤0.01%
+585
1043
$31K ﹤0.01%
725
+233
1044
$31K ﹤0.01%
188
1045
$31K ﹤0.01%
+1,009
1046
$31K ﹤0.01%
+1,027
1047
$31K ﹤0.01%
+314
1048
$30K ﹤0.01%
1,610
+380
1049
$30K ﹤0.01%
383
-13,876
1050
$30K ﹤0.01%
817
-85
40 41
42
43 44