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
1626
$19K ﹤0.01%
289
+39
1627
$19K ﹤0.01%
2,000
1628
$19K ﹤0.01%
+1,000
1629
$19K ﹤0.01%
224
+77
1630
$19K ﹤0.01%
284
1631
$18K ﹤0.01%
+1,000
1632
$18K ﹤0.01%
190
1633
$18K ﹤0.01%
+459
1634
$18K ﹤0.01%
+600
1635
$18K ﹤0.01%
347
1636
$18K ﹤0.01%
1,563
+230
1637
$18K ﹤0.01%
687
-750
1638
$18K ﹤0.01%
916
1639
$18K ﹤0.01%
+554
1640
$18K ﹤0.01%
+543
1641
$18K ﹤0.01%
1,000
-4,630
1642
$18K ﹤0.01%
506
1643
$18K ﹤0.01%
497
+47
1644
$18K ﹤0.01%
772
-50
1645
$17K ﹤0.01%
350
1646
$17K ﹤0.01%
1,181
-1,880
1647
$17K ﹤0.01%
616
+52
1648
$17K ﹤0.01%
328
-108
1649
$17K ﹤0.01%
644
-1,729
1650
$17K ﹤0.01%
544
64 65
66
67 68