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
1201
$20K ﹤0.01%
874
-23
1202
$20K ﹤0.01%
+1,078
1203
$19K ﹤0.01%
+88
1204
$19K ﹤0.01%
+1,090
1205
$19K ﹤0.01%
+250
1206
$19K ﹤0.01%
427
+27
1207
$19K ﹤0.01%
274
+68
1208
$19K ﹤0.01%
692
+285
1209
$19K ﹤0.01%
223
+17
1210
$19K ﹤0.01%
2,000
1211
$19K ﹤0.01%
328
+149
1212
$19K ﹤0.01%
299
+236
1213
$19K ﹤0.01%
1,582
+1,082
1214
$19K ﹤0.01%
400
1215
$19K ﹤0.01%
630
-1,749
1216
$19K ﹤0.01%
5,434
-145
1217
$19K ﹤0.01%
3,860
+1,524
1218
$19K ﹤0.01%
+810
1219
$19K ﹤0.01%
+158
1220
$19K ﹤0.01%
367
+67
1221
$19K ﹤0.01%
+405
1222
$19K ﹤0.01%
754
+19
1223
$18K ﹤0.01%
332
-26
1224
$18K ﹤0.01%
+3,404
1225
$18K ﹤0.01%
458
+308
47 48
49
50 51