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
1201
$56K ﹤0.01%
1,264
+34
1202
$56K ﹤0.01%
1,938
-85
1203
$55K ﹤0.01%
5,042
+2,866
1204
$55K ﹤0.01%
+4,389
1205
$55K ﹤0.01%
6,730
-14,464
1206
$55K ﹤0.01%
5,866
-4,242
1207
$55K ﹤0.01%
1,650
1208
$55K ﹤0.01%
1,606
1209
$55K ﹤0.01%
+4,484
1210
$55K ﹤0.01%
+1,818
1211
$55K ﹤0.01%
1,247
+47
1212
$54K ﹤0.01%
274
-168
1213
$54K ﹤0.01%
818
-591
1214
$54K ﹤0.01%
2,605
-105
1215
$54K ﹤0.01%
500
+2
1216
$54K ﹤0.01%
7,425
1217
$54K ﹤0.01%
2,718
+1,218
1218
$54K ﹤0.01%
1,033
+94
1219
$53K ﹤0.01%
1,147
1220
$53K ﹤0.01%
558
1221
$53K ﹤0.01%
241
+3
1222
$53K ﹤0.01%
1,186
1223
$53K ﹤0.01%
439
-37
1224
$53K ﹤0.01%
4,781
1225
$53K ﹤0.01%
1,481
47 48
49
50 51