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
126
$7.68M 0.12%
88,311
+11,037
127
$7.63M 0.12%
43,216
+270
128
$7.32M 0.12%
226,192
+25,493
129
$7.3M 0.12%
161,488
+6,514
130
$7.25M 0.12%
9,102
+1,371
131
$7.18M 0.12%
532,318
+56,370
132
$7.15M 0.12%
49,471
+5,634
133
$7.05M 0.11%
174,921
+95,386
134
$7.05M 0.11%
115,627
-67,925
135
$6.97M 0.11%
137,982
+23,423
136
$6.58M 0.11%
158,822
-12,452
137
$6.53M 0.11%
78,456
-22,299
138
$6.5M 0.11%
91,718
-5,045
139
$6.5M 0.11%
141,060
+13,936
140
$6.47M 0.1%
50,917
+1,420
141
$6.37M 0.1%
143,516
+6,137
142
$5.88M 0.1%
38,915
+2,285
143
$5.8M 0.09%
39,160
+5,080
144
$5.66M 0.09%
91,239
+10,605
145
$5.64M 0.09%
73,740
+10,957
146
$5.63M 0.09%
125,430
-2,110
147
$5.62M 0.09%
98,335
+12,358
148
$5.6M 0.09%
89,635
+219
149
$5.39M 0.09%
45,312
+2,870
150
$5.34M 0.09%
127,776
+2,077
4 5
6
7 8