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
1551
$7K ﹤0.01%
113
+90
1552
$7K ﹤0.01%
141
-9
1553
$7K ﹤0.01%
172
+72
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81
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1555
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145
-51
1556
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480
+479
1557
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+229
1558
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+214
1559
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316
-471
1560
$7K ﹤0.01%
+1,520
1561
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+173
1562
$7K ﹤0.01%
+500
1563
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177
-1,422
1564
$7K ﹤0.01%
+149
1565
$6K ﹤0.01%
250
1566
$6K ﹤0.01%
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1567
$6K ﹤0.01%
+178
1568
$6K ﹤0.01%
254
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1569
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1570
$6K ﹤0.01%
122
1571
$6K ﹤0.01%
+125
1572
$6K ﹤0.01%
+199
1573
$6K ﹤0.01%
330
+155
1574
$6K ﹤0.01%
+179
1575
$6K ﹤0.01%
460
61 62
63
64 65