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
1626
$5K ﹤0.01%
+415
1627
$5K ﹤0.01%
+725
1628
$5K ﹤0.01%
+133
1629
$5K ﹤0.01%
+130
1630
$5K ﹤0.01%
+172
1631
$5K ﹤0.01%
+386
1632
$5K ﹤0.01%
+401
1633
$5K ﹤0.01%
+148
1634
$5K ﹤0.01%
195
-3,343
1635
$5K ﹤0.01%
+139
1636
$5K ﹤0.01%
+137
1637
$5K ﹤0.01%
324
+284
1638
$5K ﹤0.01%
+370
1639
$5K ﹤0.01%
71
+45
1640
$5K ﹤0.01%
+400
1641
$5K ﹤0.01%
+109
1642
$5K ﹤0.01%
691
1643
$5K ﹤0.01%
+159
1644
$5K ﹤0.01%
+322
1645
$5K ﹤0.01%
+276
1646
$5K ﹤0.01%
+378
1647
$5K ﹤0.01%
+56
1648
$5K ﹤0.01%
+200
1649
$5K ﹤0.01%
+156
1650
$5K ﹤0.01%
153
+45
64 65
66
67 68