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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$81.2M
3 +$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1 +$98.4M
2 +$44.8M
3 +$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$2K ﹤0.01%
100
1902
$2K ﹤0.01%
53
-19
1903
$2K ﹤0.01%
392
+271
1904
$2K ﹤0.01%
268
-664
1905
$2K ﹤0.01%
100
1906
$1K ﹤0.01%
12
1907
$1K ﹤0.01%
16
1908
$1K ﹤0.01%
70
-1,008
1909
$1K ﹤0.01%
+57
1910
$1K ﹤0.01%
27
-400
1911
$1K ﹤0.01%
+19
1912
$1K ﹤0.01%
173
-2,047
1913
$1K ﹤0.01%
23
1914
$1K ﹤0.01%
9
1915
$1K ﹤0.01%
+70
1916
$1K ﹤0.01%
72
1917
$1K ﹤0.01%
48
1918
$1K ﹤0.01%
19
1919
$1K ﹤0.01%
50
-100
1920
$1K ﹤0.01%
13
1921
$1K ﹤0.01%
23
-1,984
1922
0
1923
$1K ﹤0.01%
54
1924
$1K ﹤0.01%
28
1925
$1K ﹤0.01%
6
-59