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
1451
$10K ﹤0.01%
+782
1452
$10K ﹤0.01%
+260
1453
$10K ﹤0.01%
605
+604
1454
$10K ﹤0.01%
1,765
+765
1455
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+115
1456
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+932
1457
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+214
1458
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+380
1459
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337
+336
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134
-681
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+125
1463
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1,626
+1,565
1464
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+944
1465
$9K ﹤0.01%
+276
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691
+3
1467
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913
+912
1469
$9K ﹤0.01%
525
1470
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122
+22
1471
$9K ﹤0.01%
+218
1472
$9K ﹤0.01%
+143
1473
$9K ﹤0.01%
391
+4
1474
$9K ﹤0.01%
2,158
-17,062
1475
$9K ﹤0.01%
+119