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
1676
$5K ﹤0.01%
590
+300
1677
$5K ﹤0.01%
+137
1678
$5K ﹤0.01%
+147
1679
$5K ﹤0.01%
381
1680
$5K ﹤0.01%
+362
1681
$5K ﹤0.01%
384
+1
1682
$4K ﹤0.01%
+828
1683
$4K ﹤0.01%
+84
1684
$4K ﹤0.01%
+80
1685
$4K ﹤0.01%
152
-33
1686
$4K ﹤0.01%
+265
1687
$4K ﹤0.01%
454
1688
$4K ﹤0.01%
252
1689
$4K ﹤0.01%
+94
1690
$4K ﹤0.01%
121
+52
1691
$4K ﹤0.01%
+136
1692
$4K ﹤0.01%
21
-10
1693
$4K ﹤0.01%
+29
1694
$4K ﹤0.01%
112
-327
1695
$4K ﹤0.01%
+70
1696
$4K ﹤0.01%
+528
1697
$4K ﹤0.01%
+145
1698
$4K ﹤0.01%
110
-11,084
1699
$4K ﹤0.01%
+59
1700
$4K ﹤0.01%
+1,362
66 67
68
69 70