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
1576
$6K ﹤0.01%
+300
1577
$6K ﹤0.01%
114
-265
1578
$6K ﹤0.01%
228
+52
1579
$6K ﹤0.01%
133
+1
1580
$6K ﹤0.01%
+185
1581
$6K ﹤0.01%
+216
1582
$6K ﹤0.01%
+100
1583
$6K ﹤0.01%
+127
1584
$6K ﹤0.01%
1,438
+317
1585
$6K ﹤0.01%
1,667
-10
1586
$6K ﹤0.01%
+200
1587
$6K ﹤0.01%
70
1588
$6K ﹤0.01%
340
1589
$6K ﹤0.01%
48
+30
1590
$6K ﹤0.01%
333
-1,135
1591
$6K ﹤0.01%
+114
1592
$6K ﹤0.01%
+210
1593
$6K ﹤0.01%
+109
1594
$6K ﹤0.01%
+1,000
1595
$6K ﹤0.01%
194
+54
1596
$6K ﹤0.01%
+175
1597
$6K ﹤0.01%
+187
1598
$6K ﹤0.01%
+549
1599
$6K ﹤0.01%
+132
1600
$6K ﹤0.01%
125
-601
62 63
64
65 66