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
1776
$12K ﹤0.01%
176
-1
1777
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788
1778
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+205
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207
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1,802
-6,250
1781
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684
1785
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2,125
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195
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$12K ﹤0.01%
1,024
-2,320
1788
$12K ﹤0.01%
266
1789
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252
1790
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+918
1791
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323
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511
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1793
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2,950
1794
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569
+233
1796
$12K ﹤0.01%
369
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1797
$12K ﹤0.01%
+235
1798
$12K ﹤0.01%
525
1799
$11K ﹤0.01%
182
-19
1800
$11K ﹤0.01%
78