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
1726
$14K ﹤0.01%
+468
1727
$14K ﹤0.01%
836
1728
$14K ﹤0.01%
167
1729
$14K ﹤0.01%
1,027
+27
1730
$14K ﹤0.01%
131
-325
1731
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44
+43
1732
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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%
430
1743
$13K ﹤0.01%
58
+4
1744
$13K ﹤0.01%
392
1745
$13K ﹤0.01%
164
+12
1746
$13K ﹤0.01%
500
1747
$13K ﹤0.01%
559
1748
$13K ﹤0.01%
269
-331
1749
$13K ﹤0.01%
352
1750
$13K ﹤0.01%
200
68 69
70
71 72