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
1376
$36K ﹤0.01%
3,036
1377
$36K ﹤0.01%
1,478
-772
1378
$36K ﹤0.01%
1,669
1379
$36K ﹤0.01%
2,003
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1380
$35K ﹤0.01%
+486
1381
$35K ﹤0.01%
2,700
1382
$35K ﹤0.01%
207
1383
$35K ﹤0.01%
499
1384
$35K ﹤0.01%
691
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1385
$35K ﹤0.01%
1,272
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$35K ﹤0.01%
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$35K ﹤0.01%
2,487
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1388
$35K ﹤0.01%
2,749
1389
$35K ﹤0.01%
10,687
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1390
$34K ﹤0.01%
721
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$34K ﹤0.01%
764
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$34K ﹤0.01%
+338
1393
$34K ﹤0.01%
882
1394
$34K ﹤0.01%
533
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$34K ﹤0.01%
607
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1396
$34K ﹤0.01%
736
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1397
$34K ﹤0.01%
1,100
1398
$34K ﹤0.01%
+888
1399
$34K ﹤0.01%
634
+163
1400
$34K ﹤0.01%
251
-54