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
1501
$8K ﹤0.01%
+170
1502
$8K ﹤0.01%
525
1503
$8K ﹤0.01%
+250
1504
$8K ﹤0.01%
+5,422
1505
$8K ﹤0.01%
+512
1506
$8K ﹤0.01%
+200
1507
$8K ﹤0.01%
+81
1508
$8K ﹤0.01%
+221
1509
$8K ﹤0.01%
242
-16
1510
$8K ﹤0.01%
197
+39
1511
$8K ﹤0.01%
+229
1512
$8K ﹤0.01%
+330
1513
$8K ﹤0.01%
+235
1514
$8K ﹤0.01%
+85
1515
$8K ﹤0.01%
+1,135
1516
$8K ﹤0.01%
+121
1517
$8K ﹤0.01%
554
1518
$8K ﹤0.01%
+152
1519
$8K ﹤0.01%
+304
1520
$8K ﹤0.01%
+160
1521
$8K ﹤0.01%
+159
1522
$8K ﹤0.01%
+191
1523
$8K ﹤0.01%
+181
1524
$8K ﹤0.01%
+309
1525
$8K ﹤0.01%
+1,000