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
1326
$41K ﹤0.01%
716
1327
$41K ﹤0.01%
2,012
1328
$41K ﹤0.01%
991
+173
1329
$41K ﹤0.01%
+718
1330
$41K ﹤0.01%
3,200
1331
$41K ﹤0.01%
1,226
-1,831
1332
$41K ﹤0.01%
1,553
-1,080
1333
$40K ﹤0.01%
+381
1334
$40K ﹤0.01%
+2,757
1335
$40K ﹤0.01%
1,236
+594
1336
$40K ﹤0.01%
1,700
1337
$40K ﹤0.01%
+751
1338
$40K ﹤0.01%
1,442
+1,412
1339
$40K ﹤0.01%
971
+7
1340
$40K ﹤0.01%
638
+210
1341
$40K ﹤0.01%
163
+83
1342
$39K ﹤0.01%
4,429
+79
1343
$39K ﹤0.01%
3,500
1344
$39K ﹤0.01%
+10,700
1345
$39K ﹤0.01%
+305
1346
$39K ﹤0.01%
407
1347
$39K ﹤0.01%
239
-24
1348
$39K ﹤0.01%
1,139
+381
1349
$39K ﹤0.01%
1,299
+316
1350
$39K ﹤0.01%
965
+265
52 53
54
55 56