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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$25K ﹤0.01%
486
-320
1102
$25K ﹤0.01%
949
-240
1103
$25K ﹤0.01%
489
+32
1104
$25K ﹤0.01%
+769
1105
$25K ﹤0.01%
500
1106
$25K ﹤0.01%
624
+280
1107
$24K ﹤0.01%
142
+1
1108
$24K ﹤0.01%
1,049
+13
1109
$24K ﹤0.01%
390
-69
1110
$24K ﹤0.01%
588
-113
1111
$24K ﹤0.01%
368
+40
1112
$24K ﹤0.01%
179
-3
1113
$24K ﹤0.01%
+3,583
1114
$24K ﹤0.01%
888
+50
1115
$24K ﹤0.01%
727
+571
1116
$24K ﹤0.01%
411
+6
1117
$23K ﹤0.01%
642
+453
1118
$23K ﹤0.01%
920
-38
1119
$23K ﹤0.01%
+405
1120
$23K ﹤0.01%
1,629
+1,129
1121
$23K ﹤0.01%
1,416
+118
1122
$23K ﹤0.01%
420
1123
$23K ﹤0.01%
+431
1124
$23K ﹤0.01%
405
-3
1125
$23K ﹤0.01%
+273
43 44
45
46 47