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
1426
$31K ﹤0.01%
1,218
1427
$31K ﹤0.01%
500
1428
$31K ﹤0.01%
469
+195
1429
$31K ﹤0.01%
712
-61
1430
$31K ﹤0.01%
519
1431
$31K ﹤0.01%
1,662
-5,163
1432
$31K ﹤0.01%
510
+381
1433
$31K ﹤0.01%
1,319
-1,083
1434
$31K ﹤0.01%
+1,982
1435
$31K ﹤0.01%
1,330
1436
$31K ﹤0.01%
642
+616
1437
$31K ﹤0.01%
602
+482
1438
$31K ﹤0.01%
415
1439
$31K ﹤0.01%
1,286
+502
1440
$31K ﹤0.01%
+1,400
1441
$30K ﹤0.01%
856
+430
1442
$30K ﹤0.01%
1,707
-160
1443
$30K ﹤0.01%
268
1444
$30K ﹤0.01%
443
-78
1445
$30K ﹤0.01%
471
+148
1446
$30K ﹤0.01%
135
1447
$30K ﹤0.01%
+2,367
1448
$30K ﹤0.01%
597
-333
1449
$30K ﹤0.01%
321
1450
$30K ﹤0.01%
469
56 57
58
59 60