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
1801
$3K ﹤0.01%
+100
1802
$3K ﹤0.01%
+138
1803
$3K ﹤0.01%
1,239
+1,039
1804
$3K ﹤0.01%
+75
1805
$3K ﹤0.01%
+43
1806
$3K ﹤0.01%
108
+51
1807
$3K ﹤0.01%
405
-1,489
1808
$3K ﹤0.01%
+343
1809
$3K ﹤0.01%
139
+11
1810
$3K ﹤0.01%
+365
1811
$3K ﹤0.01%
+146
1812
$3K ﹤0.01%
+63
1813
$3K ﹤0.01%
+128
1814
$3K ﹤0.01%
+10
1815
$3K ﹤0.01%
+246
1816
$3K ﹤0.01%
+88
1817
$3K ﹤0.01%
+36
1818
$3K ﹤0.01%
+301
1819
$3K ﹤0.01%
200
1820
$3K ﹤0.01%
+365
1821
$3K ﹤0.01%
+46
1822
$3K ﹤0.01%
63
+24
1823
$3K ﹤0.01%
+332
1824
$3K ﹤0.01%
+174
1825
$3K ﹤0.01%
+46
71 72
73
74 75