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
1751
$13K ﹤0.01%
737
-204
1752
$13K ﹤0.01%
278
-164
1753
$13K ﹤0.01%
+1,249
1754
$13K ﹤0.01%
2,223
1755
$13K ﹤0.01%
268
1756
$13K ﹤0.01%
280
+92
1757
$13K ﹤0.01%
149
+24
1758
$13K ﹤0.01%
168
-17
1759
$13K ﹤0.01%
300
+69
1760
$13K ﹤0.01%
186
-5
1761
$13K ﹤0.01%
50
1762
$13K ﹤0.01%
+447
1763
$13K ﹤0.01%
830
1764
$13K ﹤0.01%
820
+146
1765
$13K ﹤0.01%
+500
1766
$13K ﹤0.01%
800
1767
$13K ﹤0.01%
632
-118
1768
$13K ﹤0.01%
+810
1769
$12K ﹤0.01%
788
1770
$12K ﹤0.01%
114
-336
1771
$12K ﹤0.01%
875
-86
1772
$12K ﹤0.01%
226
-40
1773
$12K ﹤0.01%
179
1774
$12K ﹤0.01%
3,408
-2,660
1775
$12K ﹤0.01%
+300
69 70
71
72 73