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
151
$5.27M 0.09%
126,632
-167,390
152
$5.22M 0.08%
246,538
+19,736
153
$5.14M 0.08%
114,752
+95,783
154
$5.1M 0.08%
223,296
+18,990
155
$4.97M 0.08%
53,663
+47,917
156
$4.95M 0.08%
77,480
+3,196
157
$4.89M 0.08%
96,550
+5,878
158
$4.61M 0.07%
60,172
-19,102
159
$4.47M 0.07%
57,457
+2,481
160
$4.46M 0.07%
74,907
+8,663
161
$4.46M 0.07%
41,322
+1,890
162
$4.32M 0.07%
59,950
+3,410
163
$4.25M 0.07%
32,066
+2,972
164
$4.19M 0.07%
33,620
+2,398
165
$4.18M 0.07%
103,040
+23,686
166
$4.16M 0.07%
40,588
-1,877
167
$4.15M 0.07%
119,011
-12,204
168
$4.11M 0.07%
36,054
+8,510
169
$3.96M 0.06%
62,827
+8,912
170
$3.95M 0.06%
36,056
+3,136
171
$3.9M 0.06%
64,357
-955
172
$3.82M 0.06%
94,886
+19,093
173
$3.6M 0.06%
31,446
+2,061
174
$3.56M 0.06%
69,556
-1,426
175
$3.54M 0.06%
261,455
-14,027
5 6
7
8 9