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
101
$11.2M 0.18%
275,059
+31,578
102
$11.1M 0.18%
41,537
+6,247
103
$11.1M 0.18%
237,842
+34,901
104
$11.1M 0.18%
158,065
+14,839
105
$10.7M 0.17%
201,709
+39,390
106
$10.3M 0.17%
416,634
-89,784
107
$9.96M 0.16%
354,003
+14,539
108
$9.66M 0.16%
82,098
+17,102
109
$9.54M 0.15%
28,013
+3,760
110
$9.44M 0.15%
57,935
+1,353
111
$9.06M 0.15%
243,320
+10,700
112
$9.04M 0.15%
60,193
+3,346
113
$8.85M 0.14%
106,864
-11,195
114
$8.81M 0.14%
117,470
+5,371
115
$8.8M 0.14%
171,284
+8,485
116
$8.78M 0.14%
72,645
-5,251
117
$8.77M 0.14%
162,251
+24,234
118
$8.65M 0.14%
88,179
+18,463
119
$8.62M 0.14%
135,225
+23,042
120
$8.56M 0.14%
184,479
-6,827
121
$8.52M 0.14%
107,730
+41,170
122
$8.31M 0.13%
261,849
+2,590
123
$8.26M 0.13%
224,244
+22,511
124
$8.23M 0.13%
159,214
+8,202
125
$7.76M 0.13%
136,904
+5,204
3 4
5
6 7