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
1526
$24K ﹤0.01%
+498
1527
$24K ﹤0.01%
652
1528
$24K ﹤0.01%
1,163
-27
1529
$24K ﹤0.01%
427
+1
1530
$24K ﹤0.01%
375
+66
1531
$24K ﹤0.01%
1,444
+534
1532
$24K ﹤0.01%
420
+183
1533
$24K ﹤0.01%
1,976
1534
$24K ﹤0.01%
1,945
+41
1535
$24K ﹤0.01%
1,180
+478
1536
$24K ﹤0.01%
+1,050
1537
$24K ﹤0.01%
469
+23
1538
$24K ﹤0.01%
+1,000
1539
$23K ﹤0.01%
2,389
-88
1540
$23K ﹤0.01%
362
+199
1541
$23K ﹤0.01%
609
-200
1542
$23K ﹤0.01%
+2,000
1543
$23K ﹤0.01%
6,840
1544
$23K ﹤0.01%
993
+19
1545
$23K ﹤0.01%
628
1546
$23K ﹤0.01%
223
-11
1547
$23K ﹤0.01%
210
1548
$23K ﹤0.01%
505
+3
1549
$23K ﹤0.01%
532
1550
$23K ﹤0.01%
+818
60 61
62
63 64