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
1426
$10K ﹤0.01%
183
1427
$10K ﹤0.01%
+310
1428
$10K ﹤0.01%
+742
1429
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+772
1430
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+990
1431
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+1,275
1432
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+49
1433
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+329
1434
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300
+296
1435
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152
+134
1436
$10K ﹤0.01%
500
1437
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+110
1438
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179
+35
1439
$10K ﹤0.01%
700
1440
$10K ﹤0.01%
+563
1441
$10K ﹤0.01%
+294
1442
$10K ﹤0.01%
426
-53
1443
$10K ﹤0.01%
+960
1444
$10K ﹤0.01%
+260
1445
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+422
1446
$10K ﹤0.01%
780
+480
1447
$10K ﹤0.01%
232
-168
1448
$10K ﹤0.01%
+678
1449
$10K ﹤0.01%
+123
1450
$10K ﹤0.01%
+811
56 57
58
59 60