Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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%
554
+348
1602
$20K ﹤0.01%
+1,600
1603
$20K ﹤0.01%
627
1604
$20K ﹤0.01%
633
-284
1605
$20K ﹤0.01%
208
1606
$20K ﹤0.01%
1,738
1607
$20K ﹤0.01%
465
-101
1608
$20K ﹤0.01%
579
+79
1609
$20K ﹤0.01%
659
+4
1610
$20K ﹤0.01%
944
1611
$19K ﹤0.01%
2,000
1612
$19K ﹤0.01%
+625
1613
$19K ﹤0.01%
189
1614
$19K ﹤0.01%
192
-48
1615
$19K ﹤0.01%
901
1616
$19K ﹤0.01%
3,026
1617
$19K ﹤0.01%
+1,256
1618
$19K ﹤0.01%
1,332
+122
1619
$19K ﹤0.01%
575
+3
1620
$19K ﹤0.01%
674
-1,652
1621
$19K ﹤0.01%
267
-20
1622
$19K ﹤0.01%
710
-281
1623
$19K ﹤0.01%
455
+65
1624
$19K ﹤0.01%
1,852
1625
$19K ﹤0.01%
1,005
+477
63 64
65
66 67