Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$355M
2 +$332M
3 +$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1 +$171M
2 +$45.8M
3 +$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
1401
$34K ﹤0.01%
+1,075
1402
$34K ﹤0.01%
771
1403
$33K ﹤0.01%
797
-107
1404
$33K ﹤0.01%
337
-155
1405
$33K ﹤0.01%
662
1406
$32K ﹤0.01%
709
1407
$32K ﹤0.01%
3,093
1408
$32K ﹤0.01%
724
1409
$32K ﹤0.01%
2,500
+343
1410
$32K ﹤0.01%
998
+283
1411
$32K ﹤0.01%
319
1412
$32K ﹤0.01%
920
+78
1413
$32K ﹤0.01%
2,370
1414
$32K ﹤0.01%
3,794
+2,937
1415
$32K ﹤0.01%
196
+5
1416
$32K ﹤0.01%
441
-59
1417
$32K ﹤0.01%
3,089
+177
1418
$32K ﹤0.01%
1,779
+18
1419
$32K ﹤0.01%
711
-1,001
1420
$32K ﹤0.01%
+1,878
1421
$32K ﹤0.01%
153
+82
1422
$32K ﹤0.01%
+2,317
1423
$32K ﹤0.01%
693
+125
1424
$32K ﹤0.01%
578
-329
1425
$31K ﹤0.01%
441
-231