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
1026
$32K ﹤0.01%
7,075
+2,015
1027
$32K ﹤0.01%
+295
1028
$32K ﹤0.01%
740
+15
1029
$32K ﹤0.01%
1,050
+51
1030
$32K ﹤0.01%
627
+356
1031
$31K ﹤0.01%
+577
1032
$31K ﹤0.01%
3,061
-580
1033
$31K ﹤0.01%
133
+130
1034
$31K ﹤0.01%
432
+170
1035
$31K ﹤0.01%
470
+13
1036
$31K ﹤0.01%
329
+106
1037
$30K ﹤0.01%
1,867
+207
1038
$30K ﹤0.01%
1,488
+1,238
1039
$30K ﹤0.01%
1,100
-3,236
1040
$30K ﹤0.01%
+2,885
1041
$30K ﹤0.01%
188
1042
$30K ﹤0.01%
278
-137
1043
$30K ﹤0.01%
610
+473
1044
$29K ﹤0.01%
200
1045
$29K ﹤0.01%
207
-8
1046
$29K ﹤0.01%
3,480
-380
1047
$29K ﹤0.01%
1,500
+1,300
1048
$29K ﹤0.01%
+1,230
1049
$29K ﹤0.01%
500
1050
$29K ﹤0.01%
833
-19