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
1301
$15K ﹤0.01%
791
-4,209
1302
$15K ﹤0.01%
+514
1303
$15K ﹤0.01%
+351
1304
$15K ﹤0.01%
+305
1305
$15K ﹤0.01%
341
+294
1306
$15K ﹤0.01%
+1,960
1307
$15K ﹤0.01%
333
+78
1308
$15K ﹤0.01%
+675
1309
$15K ﹤0.01%
634
+572
1310
$15K ﹤0.01%
823
1311
$15K ﹤0.01%
+526
1312
$15K ﹤0.01%
+440
1313
$15K ﹤0.01%
1,500
-500
1314
$15K ﹤0.01%
294
+194
1315
$14K ﹤0.01%
+394
1316
$14K ﹤0.01%
796
+446
1317
$14K ﹤0.01%
589
+588
1318
$14K ﹤0.01%
+326
1319
$14K ﹤0.01%
+855
1320
$14K ﹤0.01%
348
-127
1321
$14K ﹤0.01%
2,349
-13,785
1322
$14K ﹤0.01%
725
-1,800
1323
$14K ﹤0.01%
+718
1324
$14K ﹤0.01%
648
-749
1325
$14K ﹤0.01%
+223
51 52
53
54 55