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
1151
$22K ﹤0.01%
+1,298
1152
$22K ﹤0.01%
266
+217
1153
$22K ﹤0.01%
303
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1154
$22K ﹤0.01%
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1155
$22K ﹤0.01%
1,045
-46
1156
$22K ﹤0.01%
+830
1157
$22K ﹤0.01%
1,177
-1,755
1158
$22K ﹤0.01%
+317
1159
$22K ﹤0.01%
146
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1160
$22K ﹤0.01%
829
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1161
$22K ﹤0.01%
457
1162
$22K ﹤0.01%
5,917
+71
1163
$22K ﹤0.01%
223
+23
1164
$21K ﹤0.01%
554
1165
$21K ﹤0.01%
1,411
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1166
$21K ﹤0.01%
273
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1167
$21K ﹤0.01%
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1168
$21K ﹤0.01%
1,369
-653
1169
$21K ﹤0.01%
+335
1170
$21K ﹤0.01%
+153
1171
$21K ﹤0.01%
+354
1172
$21K ﹤0.01%
744
+641
1173
$21K ﹤0.01%
282
+108
1174
$21K ﹤0.01%
2,100
+1,266
1175
$21K ﹤0.01%
+408
45 46
47
48 49