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
1851
$10K ﹤0.01%
920
1852
$10K ﹤0.01%
+4,500
1853
$10K ﹤0.01%
1,500
1854
$10K ﹤0.01%
+528
1855
$10K ﹤0.01%
300
1856
$9K ﹤0.01%
152
+4
1857
$9K ﹤0.01%
+384
1858
$9K ﹤0.01%
+43
1859
$9K ﹤0.01%
252
1860
$9K ﹤0.01%
81
-21
1861
$9K ﹤0.01%
150
1862
$9K ﹤0.01%
+1,050
1863
$9K ﹤0.01%
596
+25
1864
$9K ﹤0.01%
310
1865
$9K ﹤0.01%
+1,092
1866
$9K ﹤0.01%
1,001
1867
$9K ﹤0.01%
110
-76
1868
$9K ﹤0.01%
424
+92
1869
$9K ﹤0.01%
150
1870
$9K ﹤0.01%
96
-15
1871
$9K ﹤0.01%
174
-661
1872
$9K ﹤0.01%
518
+9
1873
$9K ﹤0.01%
158
-7
1874
$9K ﹤0.01%
148
1875
$9K ﹤0.01%
11,000
73 74
75
76 77