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
1276
$46K ﹤0.01%
1,691
-1,290
1277
$46K ﹤0.01%
1,028
+203
1278
$46K ﹤0.01%
1,083
+349
1279
$46K ﹤0.01%
1,809
-1,518
1280
$46K ﹤0.01%
2,043
+1,057
1281
$45K ﹤0.01%
+2,162
1282
$45K ﹤0.01%
613
-587
1283
$45K ﹤0.01%
936
+135
1284
$45K ﹤0.01%
13,541
+3,317
1285
$45K ﹤0.01%
1,625
1286
$45K ﹤0.01%
863
+99
1287
$45K ﹤0.01%
1,820
+149
1288
$44K ﹤0.01%
2,687
-403
1289
$44K ﹤0.01%
8,950
+544
1290
$44K ﹤0.01%
2,349
+849
1291
$44K ﹤0.01%
352
+200
1292
$44K ﹤0.01%
2,000
1293
$44K ﹤0.01%
598
+163
1294
$44K ﹤0.01%
+1,656
1295
$44K ﹤0.01%
+423
1296
$44K ﹤0.01%
796
-775
1297
$44K ﹤0.01%
405
+178
1298
$44K ﹤0.01%
831
-246
1299
$43K ﹤0.01%
1,096
+362
1300
$43K ﹤0.01%
2,379
-37