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
1051
$84K ﹤0.01%
1,607
+367
1052
$84K ﹤0.01%
1,272
+132
1053
$84K ﹤0.01%
1,150
+2
1054
$83K ﹤0.01%
1,076
+277
1055
$83K ﹤0.01%
9,881
+5,331
1056
$83K ﹤0.01%
3,966
-1,050
1057
$83K ﹤0.01%
14,493
-650
1058
$83K ﹤0.01%
1,496
+348
1059
$82K ﹤0.01%
4,656
+1,636
1060
$82K ﹤0.01%
2,307
+1,228
1061
$82K ﹤0.01%
1,430
+307
1062
$82K ﹤0.01%
6,161
1063
$81K ﹤0.01%
600
-1,184
1064
$81K ﹤0.01%
641
-58
1065
$81K ﹤0.01%
2,664
-132
1066
$81K ﹤0.01%
1,299
+2
1067
$81K ﹤0.01%
3,468
-70
1068
$81K ﹤0.01%
1,840
+301
1069
$80K ﹤0.01%
4,000
1070
$80K ﹤0.01%
1,965
+241
1071
$80K ﹤0.01%
1,079
+1
1072
$79K ﹤0.01%
4,714
1073
$79K ﹤0.01%
5,256
-65
1074
$79K ﹤0.01%
1,200
-319
1075
$79K ﹤0.01%
4,145
+1,498
41 42
43
44 45