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
1251
$49K ﹤0.01%
1,788
+576
1252
$49K ﹤0.01%
962
1253
$49K ﹤0.01%
774
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1254
$49K ﹤0.01%
990
1255
$49K ﹤0.01%
563
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$49K ﹤0.01%
2,136
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1257
$48K ﹤0.01%
1,815
-337
1258
$48K ﹤0.01%
906
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1259
$48K ﹤0.01%
3,680
-321
1260
$48K ﹤0.01%
2,036
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1261
$48K ﹤0.01%
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1262
$48K ﹤0.01%
2,218
1263
$48K ﹤0.01%
764
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1264
$48K ﹤0.01%
5,496
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$48K ﹤0.01%
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3,251
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404
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1269
$47K ﹤0.01%
1,150
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1270
$47K ﹤0.01%
1,040
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1271
$47K ﹤0.01%
682
+1
1272
$47K ﹤0.01%
775
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1273
$47K ﹤0.01%
444
1274
$47K ﹤0.01%
+802
1275
$47K ﹤0.01%
1,012
49 50
51
52 53