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
1651
$17K ﹤0.01%
756
+705
1652
$17K ﹤0.01%
817
-303
1653
$17K ﹤0.01%
740
+131
1654
$17K ﹤0.01%
780
1655
$17K ﹤0.01%
212
1656
$17K ﹤0.01%
326
1657
$17K ﹤0.01%
87
-62
1658
$17K ﹤0.01%
1,393
1659
$17K ﹤0.01%
269
-315
1660
$17K ﹤0.01%
+588
1661
$17K ﹤0.01%
+318
1662
$17K ﹤0.01%
196
-332
1663
$17K ﹤0.01%
2,000
1664
$17K ﹤0.01%
331
-87
1665
$17K ﹤0.01%
1,427
+250
1666
$17K ﹤0.01%
1,202
-118
1667
$16K ﹤0.01%
404
+200
1668
$16K ﹤0.01%
+166
1669
$16K ﹤0.01%
609
+385
1670
$16K ﹤0.01%
491
-266
1671
$16K ﹤0.01%
1,444
+855
1672
$16K ﹤0.01%
+1,200
1673
$16K ﹤0.01%
500
-250
1674
$16K ﹤0.01%
+292
1675
$16K ﹤0.01%
1,588
65 66
67
68 69