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
1701
$15K ﹤0.01%
+100
1702
$15K ﹤0.01%
+749
1703
$15K ﹤0.01%
1,109
+306
1704
$15K ﹤0.01%
360
1705
$15K ﹤0.01%
1,184
-1,620
1706
$15K ﹤0.01%
+881
1707
$15K ﹤0.01%
290
+4
1708
$15K ﹤0.01%
3,479
+2,479
1709
$15K ﹤0.01%
50
1710
$15K ﹤0.01%
888
-1,112
1711
$15K ﹤0.01%
+1,098
1712
$15K ﹤0.01%
738
+347
1713
$14K ﹤0.01%
243
+113
1714
$14K ﹤0.01%
372
1715
$14K ﹤0.01%
3,150
1716
$14K ﹤0.01%
193
1717
$14K ﹤0.01%
1,068
+689
1718
$14K ﹤0.01%
700
1719
$14K ﹤0.01%
+49
1720
$14K ﹤0.01%
339
+26
1721
$14K ﹤0.01%
566
-56
1722
$14K ﹤0.01%
355
1723
$14K ﹤0.01%
700
1724
$14K ﹤0.01%
559
+93
1725
$14K ﹤0.01%
408
-25
67 68
69
70 71