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
1401
$34K ﹤0.01%
+1,075
1402
$34K ﹤0.01%
771
1403
$33K ﹤0.01%
662
1404
$33K ﹤0.01%
797
-107
1405
$33K ﹤0.01%
337
-155
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%
711
-1,001
1419
$32K ﹤0.01%
+1,878
1420
$32K ﹤0.01%
153
+82
1421
$32K ﹤0.01%
+2,317
1422
$32K ﹤0.01%
1,779
+18
1423
$32K ﹤0.01%
693
+125
1424
$32K ﹤0.01%
578
-329
1425
$31K ﹤0.01%
441
-231