Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
1726
$14K ﹤0.01%
355
1727
$14K ﹤0.01%
700
1728
$14K ﹤0.01%
559
+93
1729
$14K ﹤0.01%
1,027
+27
1730
$14K ﹤0.01%
131
-325
1731
$14K ﹤0.01%
44
+43
1732
$14K ﹤0.01%
197
1733
$14K ﹤0.01%
324
+232
1734
$14K ﹤0.01%
+566
1735
$14K ﹤0.01%
363
1736
$14K ﹤0.01%
+161
1737
$14K ﹤0.01%
259
+29
1738
$14K ﹤0.01%
221
1739
$14K ﹤0.01%
237
1740
$14K ﹤0.01%
3
-4
1741
$14K ﹤0.01%
302
+2
1742
$13K ﹤0.01%
820
+146
1743
$13K ﹤0.01%
+500
1744
$13K ﹤0.01%
800
1745
$13K ﹤0.01%
430
1746
$13K ﹤0.01%
58
+4
1747
$13K ﹤0.01%
392
1748
$13K ﹤0.01%
164
+12
1749
$13K ﹤0.01%
500
1750
$13K ﹤0.01%
559
68 69
70
71 72