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
1176
$60K ﹤0.01%
+2,181
1177
$60K ﹤0.01%
792
1178
$60K ﹤0.01%
1,988
+1,955
1179
$59K ﹤0.01%
1,805
-44
1180
$59K ﹤0.01%
1,996
+331
1181
$59K ﹤0.01%
+1,245
1182
$59K ﹤0.01%
475
-49
1183
$59K ﹤0.01%
1,559
+100
1184
$59K ﹤0.01%
+2,319
1185
$59K ﹤0.01%
1,123
+1
1186
$59K ﹤0.01%
+3,000
1187
$58K ﹤0.01%
638
1188
$58K ﹤0.01%
+1,931
1189
$58K ﹤0.01%
1,498
+921
1190
$58K ﹤0.01%
2,075
1191
$58K ﹤0.01%
1,367
-87
1192
$57K ﹤0.01%
818
+35
1193
$57K ﹤0.01%
931
+731
1194
$57K ﹤0.01%
3,342
+160
1195
$57K ﹤0.01%
429
1196
$57K ﹤0.01%
+2,300
1197
$57K ﹤0.01%
1,607
+576
1198
$57K ﹤0.01%
1,628
-295
1199
$56K ﹤0.01%
1,351
+239
1200
$56K ﹤0.01%
1,238
46 47
48
49 50