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
1726
$4K ﹤0.01%
+123
1727
$4K ﹤0.01%
299
+297
1728
$4K ﹤0.01%
+73
1729
$4K ﹤0.01%
+118
1730
$4K ﹤0.01%
+111
1731
$4K ﹤0.01%
+60
1732
$4K ﹤0.01%
+3
1733
$4K ﹤0.01%
+117
1734
$4K ﹤0.01%
+190
1735
$4K ﹤0.01%
245
1736
$4K ﹤0.01%
122
-638
1737
$4K ﹤0.01%
31
-22
1738
$4K ﹤0.01%
35
-98
1739
$4K ﹤0.01%
45
-153
1740
$4K ﹤0.01%
+116
1741
$4K ﹤0.01%
+10
1742
$4K ﹤0.01%
+143
1743
$4K ﹤0.01%
+400
1744
$4K ﹤0.01%
+124
1745
$4K ﹤0.01%
+168
1746
$4K ﹤0.01%
+83
1747
$4K ﹤0.01%
+101
1748
$4K ﹤0.01%
+60
1749
$4K ﹤0.01%
+75
1750
$4K ﹤0.01%
+50
68 69
70
71 72