Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$355M
2 +$332M
3 +$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1 +$171M
2 +$45.8M
3 +$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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%
652
1527
$24K ﹤0.01%
1,163
-27
1528
$24K ﹤0.01%
427
+1
1529
$24K ﹤0.01%
375
+66
1530
$24K ﹤0.01%
1,444
+534
1531
$24K ﹤0.01%
420
+183
1532
$24K ﹤0.01%
1,976
1533
$24K ﹤0.01%
1,945
+41
1534
$24K ﹤0.01%
1,180
+478
1535
$24K ﹤0.01%
+1,050
1536
$24K ﹤0.01%
469
+23
1537
$24K ﹤0.01%
+1,000
1538
$24K ﹤0.01%
+1,000
1539
$23K ﹤0.01%
+662
1540
$23K ﹤0.01%
+300
1541
$23K ﹤0.01%
532
1542
$23K ﹤0.01%
2,389
-88
1543
$23K ﹤0.01%
2,105
1544
$23K ﹤0.01%
900
1545
$23K ﹤0.01%
362
+199
1546
$23K ﹤0.01%
609
-200
1547
$23K ﹤0.01%
+2,000
1548
$23K ﹤0.01%
6,840
1549
$23K ﹤0.01%
993
+19
1550
$23K ﹤0.01%
628