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
1251
$17K ﹤0.01%
262
1252
$17K ﹤0.01%
754
+4
1253
$17K ﹤0.01%
+273
1254
$17K ﹤0.01%
258
+168
1255
$17K ﹤0.01%
+216
1256
$17K ﹤0.01%
1,213
+41
1257
$17K ﹤0.01%
+381
1258
$17K ﹤0.01%
+880
1259
$17K ﹤0.01%
300
1260
$17K ﹤0.01%
1,173
+893
1261
$17K ﹤0.01%
+332
1262
$17K ﹤0.01%
+439
1263
$17K ﹤0.01%
392
+36
1264
$17K ﹤0.01%
332
1265
$17K ﹤0.01%
534
+532
1266
$16K ﹤0.01%
150
1267
$16K ﹤0.01%
+295
1268
$16K ﹤0.01%
+567
1269
$16K ﹤0.01%
1,549
1270
$16K ﹤0.01%
+480
1271
$16K ﹤0.01%
+416
1272
$16K ﹤0.01%
3,200
+1,272
1273
$16K ﹤0.01%
+430
1274
$16K ﹤0.01%
827
+678
1275
$16K ﹤0.01%
+140
49 50
51
52 53