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
1901
$2K ﹤0.01%
+300
1902
$2K ﹤0.01%
+33
1903
$2K ﹤0.01%
+36
1904
$2K ﹤0.01%
+48
1905
$2K ﹤0.01%
+100
1906
$2K ﹤0.01%
+23
1907
$2K ﹤0.01%
+35
1908
$2K ﹤0.01%
+21
1909
$2K ﹤0.01%
+100
1910
$2K ﹤0.01%
60
1911
$2K ﹤0.01%
+23
1912
$2K ﹤0.01%
+20
1913
$2K ﹤0.01%
33
-537
1914
$2K ﹤0.01%
+45
1915
$2K ﹤0.01%
190
+189
1916
$2K ﹤0.01%
10
+4
1917
$2K ﹤0.01%
+25
1918
$2K ﹤0.01%
+150
1919
$2K ﹤0.01%
54
-36
1920
$2K ﹤0.01%
+185
1921
$2K ﹤0.01%
+35
1922
$2K ﹤0.01%
936
-9,820
1923
$2K ﹤0.01%
86
+2
1924
$2K ﹤0.01%
+78
1925
$2K ﹤0.01%
+129
75 76
77
78 79