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
1301
$43K ﹤0.01%
1,363
+5
1302
$43K ﹤0.01%
902
+526
1303
$43K ﹤0.01%
3,010
1304
$43K ﹤0.01%
+572
1305
$43K ﹤0.01%
581
1306
$43K ﹤0.01%
330
-16
1307
$43K ﹤0.01%
786
1308
$43K ﹤0.01%
2,339
+1,000
1309
$43K ﹤0.01%
2,881
-13
1310
$43K ﹤0.01%
1,500
-1,250
1311
$43K ﹤0.01%
+524
1312
$42K ﹤0.01%
1,000
1313
$42K ﹤0.01%
+1,930
1314
$42K ﹤0.01%
520
+62
1315
$42K ﹤0.01%
545
+404
1316
$42K ﹤0.01%
887
+770
1317
$42K ﹤0.01%
583
1318
$42K ﹤0.01%
1,549
+52
1319
$42K ﹤0.01%
808
+31
1320
$42K ﹤0.01%
588
+186
1321
$42K ﹤0.01%
930
+317
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