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
1076
$28K ﹤0.01%
958
+355
1077
$28K ﹤0.01%
35
+27
1078
$28K ﹤0.01%
600
1079
$27K ﹤0.01%
319
+282
1080
$27K ﹤0.01%
200
1081
$27K ﹤0.01%
980
-28
1082
$27K ﹤0.01%
+357
1083
$27K ﹤0.01%
+824
1084
$27K ﹤0.01%
+562
1085
$27K ﹤0.01%
751
1086
$27K ﹤0.01%
749
-406
1087
$27K ﹤0.01%
2,349
1088
$27K ﹤0.01%
1,677
+843
1089
$27K ﹤0.01%
809
+739
1090
$26K ﹤0.01%
330
+193
1091
$26K ﹤0.01%
350
+215
1092
$26K ﹤0.01%
2,111
+1,911
1093
$26K ﹤0.01%
+1,189
1094
$26K ﹤0.01%
+1,817
1095
$26K ﹤0.01%
+1,625
1096
$26K ﹤0.01%
29
+2
1097
$26K ﹤0.01%
+1,208
1098
$26K ﹤0.01%
500
1099
$26K ﹤0.01%
2,625
1100
$26K ﹤0.01%
+550
42 43
44
45 46