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
1276
$16K ﹤0.01%
900
-300
1277
$16K ﹤0.01%
+400
1278
$16K ﹤0.01%
1,310
+634
1279
$16K ﹤0.01%
611
+25
1280
$16K ﹤0.01%
618
+508
1281
$16K ﹤0.01%
533
+333
1282
$16K ﹤0.01%
+381
1283
$16K ﹤0.01%
420
+265
1284
$16K ﹤0.01%
+1,647
1285
$16K ﹤0.01%
211
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1286
$16K ﹤0.01%
857
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1287
$16K ﹤0.01%
297
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1288
$16K ﹤0.01%
800
1289
$16K ﹤0.01%
600
1290
$15K ﹤0.01%
+337
1291
$15K ﹤0.01%
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1292
$15K ﹤0.01%
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1293
$15K ﹤0.01%
797
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1294
$15K ﹤0.01%
157
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1295
$15K ﹤0.01%
+658
1296
$15K ﹤0.01%
+365
1297
$15K ﹤0.01%
1,676
1298
$15K ﹤0.01%
918
-61
1299
$15K ﹤0.01%
578
+474
1300
$15K ﹤0.01%
+530
50 51
52
53 54