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
1126
$24K ﹤0.01%
191
+52
1127
$24K ﹤0.01%
+813
1128
$24K ﹤0.01%
+181
1129
$24K ﹤0.01%
390
+312
1130
$24K ﹤0.01%
201
1131
$23K ﹤0.01%
628
+122
1132
$23K ﹤0.01%
1,436
+165
1133
$23K ﹤0.01%
1,036
+11
1134
$23K ﹤0.01%
+663
1135
$23K ﹤0.01%
1,500
1136
$23K ﹤0.01%
+420
1137
$23K ﹤0.01%
+5,060
1138
$23K ﹤0.01%
+324
1139
$23K ﹤0.01%
852
-6,869
1140
$23K ﹤0.01%
182
+112
1141
$23K ﹤0.01%
394
+392
1142
$23K ﹤0.01%
707
+606
1143
$23K ﹤0.01%
+237
1144
$23K ﹤0.01%
500
1145
$22K ﹤0.01%
+1,744
1146
$22K ﹤0.01%
+385
1147
$22K ﹤0.01%
141
+1
1148
$22K ﹤0.01%
+1,130
1149
$22K ﹤0.01%
2,000
1150
$22K ﹤0.01%
+3,660
44 45
46
47 48