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
1851
$3K ﹤0.01%
+144
1852
$3K ﹤0.01%
+645
1853
$3K ﹤0.01%
+168
1854
$3K ﹤0.01%
+179
1855
$2K ﹤0.01%
+147
1856
$2K ﹤0.01%
+36
1857
$2K ﹤0.01%
+94
1858
$2K ﹤0.01%
+51
1859
$2K ﹤0.01%
+53
1860
$2K ﹤0.01%
+62
1861
$2K ﹤0.01%
+19
1862
$2K ﹤0.01%
+28
1863
$2K ﹤0.01%
+18
1864
$2K ﹤0.01%
150
-1,350
1865
$2K ﹤0.01%
+156
1866
$2K ﹤0.01%
+350
1867
$2K ﹤0.01%
+114
1868
$2K ﹤0.01%
+56
1869
$2K ﹤0.01%
42
+5
1870
$2K ﹤0.01%
27
1871
$2K ﹤0.01%
+27
1872
$2K ﹤0.01%
+118
1873
$2K ﹤0.01%
200
1874
$2K ﹤0.01%
+78
1875
$2K ﹤0.01%
+117
73 74
75
76 77