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
1926
$2K ﹤0.01%
+35
1927
$2K ﹤0.01%
54
-22
1928
$2K ﹤0.01%
99
+67
1929
$2K ﹤0.01%
95
+63
1930
$2K ﹤0.01%
+96
1931
$2K ﹤0.01%
+207
1932
$2K ﹤0.01%
+37
1933
$2K ﹤0.01%
+34
1934
$2K ﹤0.01%
+22
1935
$2K ﹤0.01%
120
1936
$2K ﹤0.01%
+170
1937
$2K ﹤0.01%
100
1938
$2K ﹤0.01%
+77
1939
$2K ﹤0.01%
+150
1940
$2K ﹤0.01%
+750
1941
$2K ﹤0.01%
+69
1942
$2K ﹤0.01%
+65
1943
$2K ﹤0.01%
166
1944
$2K ﹤0.01%
+56
1945
$2K ﹤0.01%
+39
1946
$2K ﹤0.01%
+131
1947
$2K ﹤0.01%
+111
1948
$2K ﹤0.01%
+214
1949
$2K ﹤0.01%
+46
1950
$2K ﹤0.01%
+72
76 77
78
79 80