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
1801
$11K ﹤0.01%
+773
1802
$11K ﹤0.01%
1,198
+200
1803
$11K ﹤0.01%
563
-150
1804
$11K ﹤0.01%
187
1805
$11K ﹤0.01%
725
1806
$11K ﹤0.01%
+393
1807
$11K ﹤0.01%
182
-19
1808
$11K ﹤0.01%
+224
1809
$11K ﹤0.01%
297
1810
$11K ﹤0.01%
+306
1811
$11K ﹤0.01%
675
1812
$11K ﹤0.01%
662
1813
$11K ﹤0.01%
201
1814
$11K ﹤0.01%
373
-255
1815
$11K ﹤0.01%
+81
1816
$11K ﹤0.01%
938
+140
1817
$11K ﹤0.01%
9
1818
$11K ﹤0.01%
+521
1819
$11K ﹤0.01%
78
1820
$11K ﹤0.01%
359
1821
$11K ﹤0.01%
+538
1822
$11K ﹤0.01%
+360
1823
$11K ﹤0.01%
280
1824
$11K ﹤0.01%
351
1825
$11K ﹤0.01%
+550
71 72
73
74 75