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
1451
$30K ﹤0.01%
917
-109
1452
$30K ﹤0.01%
253
+250
1453
$30K ﹤0.01%
1,330
-3,000
1454
$30K ﹤0.01%
5,442
+2,384
1455
$30K ﹤0.01%
1,405
1456
$29K ﹤0.01%
1,792
+128
1457
$29K ﹤0.01%
2,206
1458
$29K ﹤0.01%
1,000
1459
$29K ﹤0.01%
531
+263
1460
$29K ﹤0.01%
+5,943
1461
$29K ﹤0.01%
3,630
+2,000
1462
$29K ﹤0.01%
312
+124
1463
$29K ﹤0.01%
489
+1
1464
$29K ﹤0.01%
1,148
-2,228
1465
$29K ﹤0.01%
1,022
1466
$29K ﹤0.01%
2,200
-1,105
1467
$29K ﹤0.01%
631
-26
1468
$29K ﹤0.01%
464
+10
1469
$29K ﹤0.01%
486
1470
$29K ﹤0.01%
2,306
1471
$29K ﹤0.01%
2,301
-3,600
1472
$29K ﹤0.01%
589
+61
1473
$29K ﹤0.01%
+843
1474
$29K ﹤0.01%
+1,004
1475
$28K ﹤0.01%
477
+25
57 58
59
60 61