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
1776
$12K ﹤0.01%
89
1777
$12K ﹤0.01%
176
-1
1778
$12K ﹤0.01%
+205
1779
$12K ﹤0.01%
207
1780
$12K ﹤0.01%
1,802
-6,250
1781
$12K ﹤0.01%
200
1782
$12K ﹤0.01%
764
1783
$12K ﹤0.01%
237
1784
$12K ﹤0.01%
684
1785
$12K ﹤0.01%
2,125
1786
$12K ﹤0.01%
195
-500
1787
$12K ﹤0.01%
1,024
-2,320
1788
$12K ﹤0.01%
266
1789
$12K ﹤0.01%
252
1790
$12K ﹤0.01%
+918
1791
$12K ﹤0.01%
323
1792
$12K ﹤0.01%
511
+5
1793
$12K ﹤0.01%
2,950
1794
$12K ﹤0.01%
+529
1795
$12K ﹤0.01%
569
+233
1796
$12K ﹤0.01%
369
+344
1797
$12K ﹤0.01%
+235
1798
$12K ﹤0.01%
525
1799
$11K ﹤0.01%
+2,900
1800
$11K ﹤0.01%
174
+142
70 71
72
73 74