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
1601
$20K ﹤0.01%
1,738
1602
$20K ﹤0.01%
465
-101
1603
$20K ﹤0.01%
579
+79
1604
$20K ﹤0.01%
659
+4
1605
$20K ﹤0.01%
944
1606
$20K ﹤0.01%
1,005
+617
1607
$20K ﹤0.01%
+584
1608
$20K ﹤0.01%
167
-9
1609
$20K ﹤0.01%
248
1610
$20K ﹤0.01%
926
-226
1611
$19K ﹤0.01%
+625
1612
$19K ﹤0.01%
189
1613
$19K ﹤0.01%
192
-48
1614
$19K ﹤0.01%
901
1615
$19K ﹤0.01%
3,026
1616
$19K ﹤0.01%
+1,256
1617
$19K ﹤0.01%
1,332
+122
1618
$19K ﹤0.01%
575
+3
1619
$19K ﹤0.01%
674
-1,652
1620
$19K ﹤0.01%
267
-20
1621
$19K ﹤0.01%
710
-281
1622
$19K ﹤0.01%
455
+65
1623
$19K ﹤0.01%
1,852
1624
$19K ﹤0.01%
1,005
+477
1625
$19K ﹤0.01%
+60
63 64
65
66 67