Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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%
135
1452
$30K ﹤0.01%
+2,367
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%
464
+10
1457
$29K ﹤0.01%
486
1458
$29K ﹤0.01%
2,306
1459
$29K ﹤0.01%
2,301
-3,600
1460
$29K ﹤0.01%
589
+61
1461
$29K ﹤0.01%
1,000
1462
$29K ﹤0.01%
531
+263
1463
$29K ﹤0.01%
+5,943
1464
$29K ﹤0.01%
3,630
+2,000
1465
$29K ﹤0.01%
312
+124
1466
$29K ﹤0.01%
489
+1
1467
$29K ﹤0.01%
1,148
-2,228
1468
$29K ﹤0.01%
1,022
1469
$29K ﹤0.01%
2,200
-1,105
1470
$29K ﹤0.01%
631
-26
1471
$29K ﹤0.01%
1,792
+128
1472
$29K ﹤0.01%
2,206
1473
$29K ﹤0.01%
+843
1474
$29K ﹤0.01%
+1,004
1475
$28K ﹤0.01%
477
+25
57 58
59
60 61