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
1751
$4K ﹤0.01%
+300
1752
$4K ﹤0.01%
+383
1753
$4K ﹤0.01%
+273
1754
$4K ﹤0.01%
+75
1755
$4K ﹤0.01%
+173
1756
$4K ﹤0.01%
164
-58
1757
$4K ﹤0.01%
+38
1758
$4K ﹤0.01%
+68
1759
$4K ﹤0.01%
4,000
1760
$4K ﹤0.01%
+550
1761
$4K ﹤0.01%
+227
1762
$4K ﹤0.01%
482
+12
1763
$4K ﹤0.01%
132
-18
1764
$4K ﹤0.01%
+239
1765
$4K ﹤0.01%
+172
1766
$4K ﹤0.01%
+184
1767
$4K ﹤0.01%
417
1768
$4K ﹤0.01%
+2,000
1769
$4K ﹤0.01%
+96
1770
$4K ﹤0.01%
+2,023
1771
$4K ﹤0.01%
+300
1772
$4K ﹤0.01%
+70
1773
$3K ﹤0.01%
50
1774
$3K ﹤0.01%
114
-87
1775
$3K ﹤0.01%
+103
69 70
71
72 73