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
1901
$8K ﹤0.01%
+573
1902
$8K ﹤0.01%
634
1903
$8K ﹤0.01%
+103
1904
$8K ﹤0.01%
+133
1905
$8K ﹤0.01%
665
+5
1906
$8K ﹤0.01%
144
1907
$8K ﹤0.01%
308
-145
1908
$8K ﹤0.01%
187
+26
1909
$8K ﹤0.01%
+285
1910
$8K ﹤0.01%
311
+1
1911
$8K ﹤0.01%
+975
1912
$8K ﹤0.01%
+2,000
1913
$8K ﹤0.01%
80
1914
$8K ﹤0.01%
+1,921
1915
$8K ﹤0.01%
+546
1916
$7K ﹤0.01%
+452
1917
$7K ﹤0.01%
951
1918
$7K ﹤0.01%
142
-278
1919
$7K ﹤0.01%
+6,000
1920
$7K ﹤0.01%
574
-1,617
1921
$7K ﹤0.01%
+200
1922
$7K ﹤0.01%
524
1923
$7K ﹤0.01%
109
-190
1924
$7K ﹤0.01%
312
-288
1925
$7K ﹤0.01%
500
-251