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
1826
$10K ﹤0.01%
302
-24
1827
$10K ﹤0.01%
59
+19
1828
$10K ﹤0.01%
+379
1829
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1,000
1830
$10K ﹤0.01%
1,528
1831
$10K ﹤0.01%
+350
1832
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100
1833
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353
+152
1834
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318
1835
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620
1836
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137
1837
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100
-453
1838
$10K ﹤0.01%
700
-908
1839
$10K ﹤0.01%
733
+372
1840
$10K ﹤0.01%
+797
1841
$10K ﹤0.01%
+257
1842
$10K ﹤0.01%
+345
1843
$10K ﹤0.01%
128
1844
$10K ﹤0.01%
83
-7
1845
$10K ﹤0.01%
201
1846
$10K ﹤0.01%
804
-656
1847
$10K ﹤0.01%
278
+81
1848
$10K ﹤0.01%
4
1849
$10K ﹤0.01%
120
+33
1850
$10K ﹤0.01%
770
+583
72 73
74
75 76