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
1351
$39K ﹤0.01%
594
1352
$39K ﹤0.01%
9,000
-922
1353
$38K ﹤0.01%
360
+60
1354
$38K ﹤0.01%
864
+5
1355
$38K ﹤0.01%
873
-65
1356
$38K ﹤0.01%
343
1357
$38K ﹤0.01%
+2,814
1358
$38K ﹤0.01%
283
-147
1359
$38K ﹤0.01%
993
+563
1360
$38K ﹤0.01%
1,009
-261
1361
$38K ﹤0.01%
259
+1
1362
$38K ﹤0.01%
7,175
+184
1363
$37K ﹤0.01%
4,809
+1,025
1364
$37K ﹤0.01%
1,309
+1,237
1365
$37K ﹤0.01%
3,583
-1
1366
$37K ﹤0.01%
+3,084
1367
$37K ﹤0.01%
1,392
+36
1368
$37K ﹤0.01%
2,904
1369
$36K ﹤0.01%
+2,287
1370
$36K ﹤0.01%
3,388
1371
$36K ﹤0.01%
640
+600
1372
$36K ﹤0.01%
1,299
+1,030
1373
$36K ﹤0.01%
4,028
+89
1374
$36K ﹤0.01%
2,869
1375
$36K ﹤0.01%
+642
53 54
55
56 57