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
1326
$14K ﹤0.01%
411
+200
1327
$14K ﹤0.01%
+210
1328
$14K ﹤0.01%
1,387
+655
1329
$14K ﹤0.01%
+357
1330
$13K ﹤0.01%
146
1331
$13K ﹤0.01%
+216
1332
$13K ﹤0.01%
+658
1333
$13K ﹤0.01%
+234
1334
$13K ﹤0.01%
+784
1335
$13K ﹤0.01%
160
+10
1336
$13K ﹤0.01%
+83
1337
$13K ﹤0.01%
+328
1338
$13K ﹤0.01%
+754
1339
$13K ﹤0.01%
464
+208
1340
$13K ﹤0.01%
250
1341
$13K ﹤0.01%
+880
1342
$13K ﹤0.01%
216
+42
1343
$13K ﹤0.01%
+965
1344
$13K ﹤0.01%
1,762
+1,187
1345
$13K ﹤0.01%
+510
1346
$13K ﹤0.01%
1,984
+1,784
1347
$13K ﹤0.01%
+436
1348
$13K ﹤0.01%
195
1349
$13K ﹤0.01%
+369
1350
$13K ﹤0.01%
588
+280
52 53
54
55 56