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
1101
$25K ﹤0.01%
642
+435
1102
$25K ﹤0.01%
+132
1103
$25K ﹤0.01%
778
+418
1104
$25K ﹤0.01%
+283
1105
$25K ﹤0.01%
984
-2,032
1106
$25K ﹤0.01%
905
-95
1107
$25K ﹤0.01%
570
+391
1108
$25K ﹤0.01%
1,006
-582
1109
$25K ﹤0.01%
143
+58
1110
$25K ﹤0.01%
469
+330
1111
$25K ﹤0.01%
388
+248
1112
$25K ﹤0.01%
1,000
1113
$25K ﹤0.01%
+438
1114
$24K ﹤0.01%
+435
1115
$24K ﹤0.01%
+2,325
1116
$24K ﹤0.01%
459
+158
1117
$24K ﹤0.01%
+764
1118
$24K ﹤0.01%
2,412
+31
1119
$24K ﹤0.01%
+2,655
1120
$24K ﹤0.01%
4,066
+2,695
1121
$24K ﹤0.01%
27,000
+19,000
1122
$24K ﹤0.01%
628
-337
1123
$24K ﹤0.01%
+1,031
1124
$24K ﹤0.01%
852
+202
1125
$24K ﹤0.01%
+1,500
43 44
45
46 47