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
1701
$4K ﹤0.01%
+246
1702
$4K ﹤0.01%
+169
1703
$4K ﹤0.01%
+80
1704
$4K ﹤0.01%
+296
1705
$4K ﹤0.01%
+1,177
1706
$4K ﹤0.01%
+112
1707
$4K ﹤0.01%
212
+34
1708
$4K ﹤0.01%
176
1709
$4K ﹤0.01%
+88
1710
$4K ﹤0.01%
+363
1711
$4K ﹤0.01%
199
1712
$4K ﹤0.01%
+144
1713
$4K ﹤0.01%
+148
1714
$4K ﹤0.01%
250
+201
1715
$4K ﹤0.01%
+64
1716
$4K ﹤0.01%
200
-265
1717
$4K ﹤0.01%
+28
1718
$4K ﹤0.01%
+257
1719
$4K ﹤0.01%
+250
1720
$4K ﹤0.01%
61
-27
1721
$4K ﹤0.01%
+101
1722
$4K ﹤0.01%
+96
1723
$4K ﹤0.01%
+83
1724
$4K ﹤0.01%
+128
1725
$4K ﹤0.01%
+30
67 68
69
70 71