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
1401
$11K ﹤0.01%
1,450
1402
$11K ﹤0.01%
801
-1,518
1403
$11K ﹤0.01%
2,223
-1,900
1404
$11K ﹤0.01%
356
-30
1405
$11K ﹤0.01%
+55
1406
$11K ﹤0.01%
+133
1407
$11K ﹤0.01%
+185
1408
$11K ﹤0.01%
9
1409
$11K ﹤0.01%
230
+1
1410
$11K ﹤0.01%
312
-398
1411
$11K ﹤0.01%
+262
1412
$11K ﹤0.01%
+68
1413
$11K ﹤0.01%
482
+82
1414
$11K ﹤0.01%
666
-549
1415
$11K ﹤0.01%
+347
1416
$11K ﹤0.01%
+233
1417
$11K ﹤0.01%
+277
1418
$11K ﹤0.01%
+268
1419
$11K ﹤0.01%
+256
1420
$11K ﹤0.01%
509
-291
1421
$11K ﹤0.01%
+810
1422
$11K ﹤0.01%
4,000
1423
$10K ﹤0.01%
+548
1424
$10K ﹤0.01%
+329
1425
$10K ﹤0.01%
+180
55 56
57
58 59