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
1101
$72K ﹤0.01%
1,846
-2,100
1102
$72K ﹤0.01%
7,370
-450
1103
$72K ﹤0.01%
1,537
1104
$72K ﹤0.01%
5,500
1105
$72K ﹤0.01%
2,811
1106
$72K ﹤0.01%
4,612
1107
$71K ﹤0.01%
1,146
+336
1108
$71K ﹤0.01%
1,355
-417
1109
$71K ﹤0.01%
1,329
+567
1110
$71K ﹤0.01%
+1,000
1111
$70K ﹤0.01%
56
1112
$70K ﹤0.01%
2,210
1113
$70K ﹤0.01%
1,600
1114
$70K ﹤0.01%
1,455
+138
1115
$70K ﹤0.01%
3,594
1116
$69K ﹤0.01%
444
+1
1117
$69K ﹤0.01%
2,305
+633
1118
$69K ﹤0.01%
1,508
+3
1119
$69K ﹤0.01%
1,623
-1,588
1120
$69K ﹤0.01%
2,521
+883
1121
$68K ﹤0.01%
3,596
1122
$68K ﹤0.01%
2,480
+1,110
1123
$68K ﹤0.01%
1,841
-6,387
1124
$68K ﹤0.01%
888
+94
1125
$68K ﹤0.01%
3,604
43 44
45
46 47