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
1576
$21K ﹤0.01%
2,203
+25
1577
$21K ﹤0.01%
1,221
-2,032
1578
$21K ﹤0.01%
855
-60
1579
$21K ﹤0.01%
732
1580
$21K ﹤0.01%
500
1581
$21K ﹤0.01%
+3,195
1582
$21K ﹤0.01%
964
1583
$21K ﹤0.01%
+809
1584
$21K ﹤0.01%
2,900
-11,661
1585
$21K ﹤0.01%
328
+116
1586
$21K ﹤0.01%
993
+193
1587
$21K ﹤0.01%
1,194
-40
1588
$21K ﹤0.01%
634
1589
$21K ﹤0.01%
1,768
+1,207
1590
$21K ﹤0.01%
700
1591
$21K ﹤0.01%
1,766
+33
1592
$21K ﹤0.01%
800
1593
$21K ﹤0.01%
+377
1594
$20K ﹤0.01%
400
1595
$20K ﹤0.01%
+1,091
1596
$20K ﹤0.01%
554
+348
1597
$20K ﹤0.01%
+1,600
1598
$20K ﹤0.01%
627
1599
$20K ﹤0.01%
633
-284
1600
$20K ﹤0.01%
208
62 63
64
65 66