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
1801
$11K ﹤0.01%
359
1802
$11K ﹤0.01%
+538
1803
$11K ﹤0.01%
+360
1804
$11K ﹤0.01%
280
1805
$11K ﹤0.01%
351
1806
$11K ﹤0.01%
+2,900
1807
$11K ﹤0.01%
+550
1808
$11K ﹤0.01%
174
+142
1809
$11K ﹤0.01%
+773
1810
$11K ﹤0.01%
1,198
+200
1811
$11K ﹤0.01%
563
-150
1812
$11K ﹤0.01%
187
1813
$11K ﹤0.01%
725
1814
$11K ﹤0.01%
+393
1815
$11K ﹤0.01%
+224
1816
$11K ﹤0.01%
297
1817
$11K ﹤0.01%
+306
1818
$11K ﹤0.01%
675
1819
$11K ﹤0.01%
662
1820
$11K ﹤0.01%
201
1821
$11K ﹤0.01%
373
-255
1822
$11K ﹤0.01%
+81
1823
$11K ﹤0.01%
938
+140
1824
$11K ﹤0.01%
9
1825
$11K ﹤0.01%
+521