Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
1926
$7K ﹤0.01%
524
1927
$7K ﹤0.01%
109
-190
1928
$7K ﹤0.01%
312
-288
1929
$7K ﹤0.01%
500
-251
1930
$7K ﹤0.01%
923
-542
1931
$7K ﹤0.01%
250
-5,837
1932
$7K ﹤0.01%
2,000
1933
$7K ﹤0.01%
+289
1934
$7K ﹤0.01%
+127
1935
$7K ﹤0.01%
29
-28
1936
$7K ﹤0.01%
+97
1937
$7K ﹤0.01%
+173
1938
$7K ﹤0.01%
714
1939
$7K ﹤0.01%
+225
1940
$7K ﹤0.01%
+216
1941
$7K ﹤0.01%
+183
1942
$7K ﹤0.01%
+796
1943
$7K ﹤0.01%
+100
1944
$7K ﹤0.01%
214
-200
1945
$7K ﹤0.01%
+379
1946
$7K ﹤0.01%
209
1947
$7K ﹤0.01%
150
-881
1948
$7K ﹤0.01%
1,500
1949
$7K ﹤0.01%
165
1950
$7K ﹤0.01%
75
+30
76 77
78
79 80