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
1226
$18K ﹤0.01%
500
1227
$18K ﹤0.01%
1,014
+1,010
1228
$18K ﹤0.01%
586
+323
1229
$18K ﹤0.01%
775
+48
1230
$18K ﹤0.01%
+251
1231
$18K ﹤0.01%
400
-540
1232
$18K ﹤0.01%
+1,530
1233
$18K ﹤0.01%
+776
1234
$18K ﹤0.01%
1,138
+138
1235
$18K ﹤0.01%
+1,216
1236
$18K ﹤0.01%
+1,108
1237
$18K ﹤0.01%
767
+487
1238
$18K ﹤0.01%
491
-655
1239
$18K ﹤0.01%
+238
1240
$18K ﹤0.01%
1,035
+35
1241
$18K ﹤0.01%
86
+4
1242
$17K ﹤0.01%
+750
1243
$17K ﹤0.01%
1,920
+1,246
1244
$17K ﹤0.01%
+2,220
1245
$17K ﹤0.01%
+262
1246
$17K ﹤0.01%
569
+459
1247
$17K ﹤0.01%
+247
1248
$17K ﹤0.01%
298
1249
$17K ﹤0.01%
+745
1250
$17K ﹤0.01%
+1,540
48 49
50
51 52