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
1151
$63K ﹤0.01%
4,797
1152
$63K ﹤0.01%
545
-187
1153
$63K ﹤0.01%
843
+167
1154
$63K ﹤0.01%
359
+299
1155
$63K ﹤0.01%
1,100
1156
$62K ﹤0.01%
1,308
+81
1157
$62K ﹤0.01%
1,107
1158
$62K ﹤0.01%
6,645
+3,800
1159
$62K ﹤0.01%
1,426
+65
1160
$62K ﹤0.01%
1,044
+19
1161
$62K ﹤0.01%
1,750
1162
$62K ﹤0.01%
+2,948
1163
$62K ﹤0.01%
896
-57
1164
$62K ﹤0.01%
+888
1165
$62K ﹤0.01%
762
+187
1166
$62K ﹤0.01%
3,939
-7,292
1167
$61K ﹤0.01%
1,253
+122
1168
$61K ﹤0.01%
2,093
+95
1169
$61K ﹤0.01%
1,462
1170
$61K ﹤0.01%
3,500
-32
1171
$61K ﹤0.01%
1,570
+11
1172
$60K ﹤0.01%
2,095
1173
$60K ﹤0.01%
3,623
+1,287
1174
$60K ﹤0.01%
1,220
+39
1175
$60K ﹤0.01%
2,790
+933
45 46
47
48 49