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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$81.2M
3 +$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1 +$98.4M
2 +$44.8M
3 +$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$11.1M 0.16%
201,267
+15,292
102
$11M 0.16%
86,242
+1,668
103
$10.9M 0.16%
254,019
+79,098
104
$10.8M 0.15%
129,225
+1,303
105
$10.7M 0.15%
123,450
+5,980
106
$10.6M 0.15%
98,789
-235,114
107
$10.2M 0.15%
197,507
+26,223
108
$10.1M 0.15%
71,658
-39,132
109
$9.94M 0.14%
29,024
+1,011
110
$9.73M 0.14%
95,628
+7,449
111
$9.72M 0.14%
63,920
+3,727
112
$9.64M 0.14%
121,741
-66,387
113
$9.57M 0.14%
140,916
+5,691
114
$9.22M 0.13%
229,407
-189,835
115
$9.14M 0.13%
107,038
+174
116
$9.1M 0.13%
59,967
+2,032
117
$9.03M 0.13%
39,065
-2,472
118
$9.01M 0.13%
231,788
+7,544
119
$9M 0.13%
167,855
+8,641
120
$8.91M 0.13%
71,837
-808
121
$8.83M 0.13%
255,020
+11,700
122
$8.58M 0.12%
189,249
+4,770
123
$8.56M 0.12%
65,929
+15,012
124
$8.48M 0.12%
183,076
+68,324
125
$8.34M 0.12%
142,758
+5,854