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
1876
$9K ﹤0.01%
107
-78
1877
$8K ﹤0.01%
1,000
+500
1878
$8K ﹤0.01%
+368
1879
$8K ﹤0.01%
216
-13
1880
$8K ﹤0.01%
4
1881
$8K ﹤0.01%
+337
1882
$8K ﹤0.01%
210
+103
1883
$8K ﹤0.01%
123
1884
$8K ﹤0.01%
136
1885
$8K ﹤0.01%
324
+74
1886
$8K ﹤0.01%
+1,070
1887
$8K ﹤0.01%
+150
1888
$8K ﹤0.01%
+300
1889
$8K ﹤0.01%
150
1890
$8K ﹤0.01%
200
1891
$8K ﹤0.01%
+256
1892
$8K ﹤0.01%
396
-93
1893
$8K ﹤0.01%
+164
1894
$8K ﹤0.01%
+141
1895
$8K ﹤0.01%
470
1896
$8K ﹤0.01%
285
1897
$8K ﹤0.01%
130
1898
$8K ﹤0.01%
293
-243
1899
$8K ﹤0.01%
222
-200
1900
$8K ﹤0.01%
138
74 75
76
77 78