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
1176
$21K ﹤0.01%
+480
1177
$21K ﹤0.01%
+600
1178
$21K ﹤0.01%
+1,785
1179
$21K ﹤0.01%
250
-29
1180
$21K ﹤0.01%
838
+686
1181
$21K ﹤0.01%
2,023
+1,670
1182
$21K ﹤0.01%
+821
1183
$21K ﹤0.01%
+685
1184
$21K ﹤0.01%
1,156
+20
1185
$20K ﹤0.01%
1,237
1186
$20K ﹤0.01%
+1,410
1187
$20K ﹤0.01%
+612
1188
$20K ﹤0.01%
1,400
+700
1189
$20K ﹤0.01%
230
+181
1190
$20K ﹤0.01%
1,230
+723
1191
$20K ﹤0.01%
758
+14
1192
$20K ﹤0.01%
695
1193
$20K ﹤0.01%
495
1194
$20K ﹤0.01%
+678
1195
$20K ﹤0.01%
+1,279
1196
$20K ﹤0.01%
986
1197
$20K ﹤0.01%
763
-23
1198
$20K ﹤0.01%
1,484
+73
1199
$20K ﹤0.01%
407
+401
1200
$20K ﹤0.01%
+1,330
46 47
48
49 50