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
1676
$16K ﹤0.01%
203
1677
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181
-19
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222
+211
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– –
0
1680
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+2,500
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238
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1683
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942
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+61
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$15K ﹤0.01%
630
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90
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$15K ﹤0.01%
500
1689
$15K ﹤0.01%
+500
1690
$15K ﹤0.01%
306
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1691
$15K ﹤0.01%
1,402
1692
$15K ﹤0.01%
332
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$15K ﹤0.01%
689
1694
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+990
1695
$15K ﹤0.01%
725
1696
$15K ﹤0.01%
+326
1697
$15K ﹤0.01%
360
1698
$15K ﹤0.01%
507
+310
1699
$15K ﹤0.01%
250
1700
$15K ﹤0.01%
166
-124
66 67
68
69 70