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
1226
$53K ﹤0.01%
1,230
+6
1227
$52K ﹤0.01%
2,000
1228
$52K ﹤0.01%
1,666
+1,527
1229
$52K ﹤0.01%
807
+146
1230
$52K ﹤0.01%
4,328
-900
1231
$52K ﹤0.01%
780
+375
1232
$52K ﹤0.01%
5,125
+3,000
1233
$51K ﹤0.01%
+2,500
1234
$51K ﹤0.01%
1,319
1235
$51K ﹤0.01%
647
1236
$51K ﹤0.01%
+2,625
1237
$51K ﹤0.01%
+1,046
1238
$50K ﹤0.01%
849
1239
$50K ﹤0.01%
+1,189
1240
$50K ﹤0.01%
2,126
+34
1241
$50K ﹤0.01%
647
+308
1242
$50K ﹤0.01%
1,455
+10
1243
$50K ﹤0.01%
2,236
+40
1244
$50K ﹤0.01%
765
+122
1245
$50K ﹤0.01%
4,000
-5,520
1246
$50K ﹤0.01%
1,809
1247
$50K ﹤0.01%
2,000
1248
$49K ﹤0.01%
735
-64
1249
$49K ﹤0.01%
1,183
-1,000
1250
$49K ﹤0.01%
+765
48 49
50
51 52