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
1501
$26K ﹤0.01%
751
1502
$25K ﹤0.01%
626
+119
1503
$25K ﹤0.01%
583
1504
$25K ﹤0.01%
2,011
+451
1505
$25K ﹤0.01%
1,657
1506
$25K ﹤0.01%
+1,000
1507
$25K ﹤0.01%
509
+62
1508
$25K ﹤0.01%
409
1509
$25K ﹤0.01%
1,005
+772
1510
$25K ﹤0.01%
114
1511
$25K ﹤0.01%
316
+155
1512
$25K ﹤0.01%
43
-15
1513
$25K ﹤0.01%
500
1514
$25K ﹤0.01%
1,544
1515
$25K ﹤0.01%
730
-7
1516
$25K ﹤0.01%
682
-20
1517
$25K ﹤0.01%
200
-119
1518
$24K ﹤0.01%
+1,000
1519
$24K ﹤0.01%
233
+26
1520
$24K ﹤0.01%
3,813
1521
$24K ﹤0.01%
1,363
+250
1522
$24K ﹤0.01%
1,000
1523
$24K ﹤0.01%
327
+272
1524
$24K ﹤0.01%
1,631
1525
$24K ﹤0.01%
758
-489
59 60
61
62 63