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
1376
$12K ﹤0.01%
1,000
1377
$12K ﹤0.01%
+240
1378
$12K ﹤0.01%
740
+188
1379
$12K ﹤0.01%
+140
1380
$12K ﹤0.01%
578
-301
1381
$12K ﹤0.01%
+466
1382
$12K ﹤0.01%
475
+332
1383
$12K ﹤0.01%
+344
1384
$11K ﹤0.01%
+284
1385
$11K ﹤0.01%
+807
1386
$11K ﹤0.01%
203
-29
1387
$11K ﹤0.01%
200
+96
1388
$11K ﹤0.01%
+349
1389
$11K ﹤0.01%
679
+511
1390
$11K ﹤0.01%
+470
1391
$11K ﹤0.01%
23
1392
$11K ﹤0.01%
182
1393
$11K ﹤0.01%
184
+116
1394
$11K ﹤0.01%
269
-16
1395
$11K ﹤0.01%
+251
1396
$11K ﹤0.01%
+273
1397
$11K ﹤0.01%
91
-176
1398
$11K ﹤0.01%
674
1399
$11K ﹤0.01%
175
+174
1400
$11K ﹤0.01%
611
+561
54 55
56
57 58