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
1526
$8K ﹤0.01%
+107
1527
$8K ﹤0.01%
103
+51
1528
$8K ﹤0.01%
60
+31
1529
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573
1530
$7K ﹤0.01%
+581
1531
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2,450
+650
1532
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+443
1533
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500
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1534
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+252
1535
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249
1536
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194
+37
1537
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1538
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+200
1539
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+123
1540
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+298
1541
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72
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1542
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+88
1543
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1544
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+801
1545
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+726
1546
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+153
1547
$7K ﹤0.01%
+439
1548
$7K ﹤0.01%
230
1549
$7K ﹤0.01%
+1,159
1550
$7K ﹤0.01%
+276