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
1051
$30K ﹤0.01%
863
1052
$30K ﹤0.01%
500
1053
$30K ﹤0.01%
+600
1054
$30K ﹤0.01%
1,100
+914
1055
$29K ﹤0.01%
334
+184
1056
$29K ﹤0.01%
914
1057
$29K ﹤0.01%
1,402
+1,282
1058
$29K ﹤0.01%
375
+258
1059
$29K ﹤0.01%
+3,408
1060
$29K ﹤0.01%
+4,363
1061
$29K ﹤0.01%
800
1062
$29K ﹤0.01%
1,068
1063
$29K ﹤0.01%
292
-169
1064
$29K ﹤0.01%
1,470
+1,204
1065
$29K ﹤0.01%
1,818
+1,343
1066
$29K ﹤0.01%
631
+335
1067
$29K ﹤0.01%
1,426
1068
$29K ﹤0.01%
2,037
1069
$28K ﹤0.01%
2,106
+1,515
1070
$28K ﹤0.01%
1,819
+1,012
1071
$28K ﹤0.01%
215
+160
1072
$28K ﹤0.01%
728
-258
1073
$28K ﹤0.01%
2,656
+156
1074
$28K ﹤0.01%
457
+21
1075
$28K ﹤0.01%
850
+285
41 42
43
44 45