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
1076
$79K ﹤0.01%
3,220
+199
1077
$79K ﹤0.01%
2,980
+850
1078
$79K ﹤0.01%
6,000
1079
$79K ﹤0.01%
1,500
1080
$78K ﹤0.01%
970
1081
$78K ﹤0.01%
625
+148
1082
$78K ﹤0.01%
3,072
-907
1083
$78K ﹤0.01%
556
+400
1084
$77K ﹤0.01%
2,207
+911
1085
$77K ﹤0.01%
1,628
-11,610
1086
$77K ﹤0.01%
6,832
-1,492
1087
$76K ﹤0.01%
6,439
-1,699
1088
$76K ﹤0.01%
2,932
+491
1089
$75K ﹤0.01%
3,857
1090
$75K ﹤0.01%
2,627
+328
1091
$75K ﹤0.01%
420
+39
1092
$75K ﹤0.01%
5,506
+2,238
1093
$75K ﹤0.01%
3,623
+2,423
1094
$74K ﹤0.01%
1,803
+200
1095
$74K ﹤0.01%
589
1096
$74K ﹤0.01%
1,602
+295
1097
$73K ﹤0.01%
3,110
+2,885
1098
$73K ﹤0.01%
4,065
1099
$73K ﹤0.01%
1,000
1100
$72K ﹤0.01%
1,859
-40
42 43
44
45 46