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
1826
$3K ﹤0.01%
+91
1827
$3K ﹤0.01%
+275
1828
$3K ﹤0.01%
97
+96
1829
$3K ﹤0.01%
+190
1830
$3K ﹤0.01%
+141
1831
$3K ﹤0.01%
+110
1832
$3K ﹤0.01%
+35
1833
$3K ﹤0.01%
+200
1834
$3K ﹤0.01%
1,335
1835
$3K ﹤0.01%
122
-119
1836
$3K ﹤0.01%
228
+100
1837
$3K ﹤0.01%
7,097
-3,250
1838
$3K ﹤0.01%
+167
1839
$3K ﹤0.01%
56
1840
$3K ﹤0.01%
2,316
+116
1841
$3K ﹤0.01%
+68
1842
$3K ﹤0.01%
+500
1843
$3K ﹤0.01%
+157
1844
$3K ﹤0.01%
+287
1845
$3K ﹤0.01%
100
1846
$3K ﹤0.01%
311
+120
1847
$3K ﹤0.01%
+269
1848
$3K ﹤0.01%
72
-77
1849
$3K ﹤0.01%
+129
1850
$3K ﹤0.01%
+131
72 73
74
75 76