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
1476
$28K ﹤0.01%
256
-18
1477
$28K ﹤0.01%
818
-400
1478
$28K ﹤0.01%
+2,139
1479
$28K ﹤0.01%
389
+384
1480
$28K ﹤0.01%
2,944
+2,301
1481
$28K ﹤0.01%
341
-151
1482
$28K ﹤0.01%
760
+4
1483
$28K ﹤0.01%
2,162
+1,172
1484
$28K ﹤0.01%
325
1485
$28K ﹤0.01%
275
-2,000
1486
$28K ﹤0.01%
868
+145
1487
$28K ﹤0.01%
177
-5
1488
$28K ﹤0.01%
642
-255
1489
$28K ﹤0.01%
1,969
1490
$28K ﹤0.01%
+2,000
1491
$27K ﹤0.01%
3,875
-4,231
1492
$27K ﹤0.01%
509
1493
$27K ﹤0.01%
+415
1494
$27K ﹤0.01%
+3,995
1495
$27K ﹤0.01%
1,459
-5
1496
$27K ﹤0.01%
966
-1,337
1497
$27K ﹤0.01%
562
1498
$26K ﹤0.01%
+11,200
1499
$26K ﹤0.01%
1,539
-1,024
1500
$26K ﹤0.01%
484
-2,816
58 59
60
61 62