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
1601
$6K ﹤0.01%
100
1602
$6K ﹤0.01%
169
1603
$6K ﹤0.01%
+442
1604
$6K ﹤0.01%
100
-298
1605
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+126
1606
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+159
1607
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+237
1608
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1609
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+376
1610
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164
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1611
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1612
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132
+9
1613
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97
+76
1614
$6K ﹤0.01%
+156
1615
$6K ﹤0.01%
500
1616
$6K ﹤0.01%
+139
1617
$5K ﹤0.01%
+395
1618
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154
+10
1619
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+190
1620
$5K ﹤0.01%
323
+322
1621
$5K ﹤0.01%
+194
1622
$5K ﹤0.01%
217
+216
1623
$5K ﹤0.01%
+171
1624
$5K ﹤0.01%
300
1625
$5K ﹤0.01%
+101