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
1651
$5K ﹤0.01%
+203
1652
$5K ﹤0.01%
+56
1653
$5K ﹤0.01%
+195
1654
$5K ﹤0.01%
100
-7
1655
$5K ﹤0.01%
650
1656
$5K ﹤0.01%
+111
1657
$5K ﹤0.01%
+510
1658
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+590
1659
$5K ﹤0.01%
+400
1660
$5K ﹤0.01%
+96
1661
$5K ﹤0.01%
73
+23
1662
$5K ﹤0.01%
+117
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$5K ﹤0.01%
+181
1664
$5K ﹤0.01%
+138
1665
$5K ﹤0.01%
+500
1666
$5K ﹤0.01%
+273
1667
$5K ﹤0.01%
+259
1668
$5K ﹤0.01%
+85
1669
$5K ﹤0.01%
79
+54
1670
$5K ﹤0.01%
+35
1671
$5K ﹤0.01%
+178
1672
$5K ﹤0.01%
141
-96
1673
$5K ﹤0.01%
+198
1674
$5K ﹤0.01%
585
+485
1675
$5K ﹤0.01%
+220
65 66
67
68 69