Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
1301
$43K ﹤0.01%
902
+526
1302
$43K ﹤0.01%
3,010
1303
$43K ﹤0.01%
+572
1304
$43K ﹤0.01%
581
1305
$43K ﹤0.01%
330
-16
1306
$43K ﹤0.01%
786
1307
$43K ﹤0.01%
2,881
-13
1308
$43K ﹤0.01%
1,500
-1,250
1309
$43K ﹤0.01%
+524
1310
$43K ﹤0.01%
1,096
+362
1311
$43K ﹤0.01%
2,379
-37
1312
$42K ﹤0.01%
583
1313
$42K ﹤0.01%
1,549
+52
1314
$42K ﹤0.01%
808
+31
1315
$42K ﹤0.01%
588
+186
1316
$42K ﹤0.01%
930
+317
1317
$42K ﹤0.01%
1,000
1318
$42K ﹤0.01%
+1,930
1319
$42K ﹤0.01%
520
+62
1320
$42K ﹤0.01%
545
+404
1321
$42K ﹤0.01%
887
+770
1322
$41K ﹤0.01%
3,033
+1,253
1323
$41K ﹤0.01%
+1,862
1324
$41K ﹤0.01%
+865
1325
$41K ﹤0.01%
342
-1,400
51 52
53
54 55