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
1551
$23K ﹤0.01%
+662
1552
$23K ﹤0.01%
+300
1553
$23K ﹤0.01%
+936
1554
$23K ﹤0.01%
1,443
1555
$23K ﹤0.01%
2,105
1556
$23K ﹤0.01%
900
1557
$22K ﹤0.01%
196
1558
$22K ﹤0.01%
1,158
1559
$22K ﹤0.01%
739
-6,452
1560
$22K ﹤0.01%
1,860
-100
1561
$22K ﹤0.01%
173
+26
1562
$22K ﹤0.01%
208
+71
1563
$22K ﹤0.01%
851
-16
1564
$22K ﹤0.01%
700
1565
$22K ﹤0.01%
583
+202
1566
$22K ﹤0.01%
2,119
+12
1567
$22K ﹤0.01%
596
1568
$22K ﹤0.01%
682
1569
$22K ﹤0.01%
199
+41
1570
$22K ﹤0.01%
210
1571
$22K ﹤0.01%
347
+1
1572
$22K ﹤0.01%
4,040
+566
1573
$22K ﹤0.01%
+1,184
1574
$22K ﹤0.01%
771
1575
$21K ﹤0.01%
481
61 62
63
64 65