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
1026
$91K ﹤0.01%
847
1027
$91K ﹤0.01%
323
+17
1028
$91K ﹤0.01%
2,700
1029
$91K ﹤0.01%
342
+77
1030
$91K ﹤0.01%
2,236
-133
1031
$90K ﹤0.01%
2,088
+762
1032
$89K ﹤0.01%
771
-142
1033
$89K ﹤0.01%
3,945
1034
$89K ﹤0.01%
1,803
+467
1035
$89K ﹤0.01%
350
-62
1036
$88K ﹤0.01%
1,311
-177
1037
$88K ﹤0.01%
1,683
1038
$88K ﹤0.01%
4,664
+384
1039
$88K ﹤0.01%
1,425
+53
1040
$88K ﹤0.01%
2,222
1041
$87K ﹤0.01%
2,118
+463
1042
$87K ﹤0.01%
2,919
+159
1043
$87K ﹤0.01%
5,267
1044
$87K ﹤0.01%
1,647
-110
1045
$86K ﹤0.01%
2,000
1046
$86K ﹤0.01%
1,313
+1,016
1047
$86K ﹤0.01%
11,187
+9,087
1048
$86K ﹤0.01%
7,290
+151
1049
$85K ﹤0.01%
1,817
1050
$85K ﹤0.01%
+1,053
40 41
42
43 44