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
1126
$67K ﹤0.01%
1,144
+20
1127
$67K ﹤0.01%
2,273
+435
1128
$67K ﹤0.01%
1,014
+190
1129
$66K ﹤0.01%
1,091
+401
1130
$66K ﹤0.01%
2,000
1131
$66K ﹤0.01%
+2,560
1132
$66K ﹤0.01%
2,899
+454
1133
$66K ﹤0.01%
2,658
-3,431
1134
$66K ﹤0.01%
1,465
1135
$66K ﹤0.01%
871
-290
1136
$66K ﹤0.01%
4,841
-493
1137
$65K ﹤0.01%
561
+70
1138
$65K ﹤0.01%
2,458
+326
1139
$65K ﹤0.01%
2,951
+505
1140
$65K ﹤0.01%
1,744
+492
1141
$64K ﹤0.01%
1,044
+60
1142
$64K ﹤0.01%
2,791
+766
1143
$64K ﹤0.01%
531
-7
1144
$64K ﹤0.01%
214
+38
1145
$64K ﹤0.01%
1,353
+120
1146
$64K ﹤0.01%
335
+43
1147
$64K ﹤0.01%
1,850
-172
1148
$63K ﹤0.01%
1,022
+392
1149
$63K ﹤0.01%
3,394
1150
$63K ﹤0.01%
1,953
44 45
46
47 48