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
1951
$7K ﹤0.01%
+600
1952
$7K ﹤0.01%
122
1953
$7K ﹤0.01%
145
1954
$7K ﹤0.01%
333
1955
$7K ﹤0.01%
152
-297
1956
$7K ﹤0.01%
748
-749
1957
$7K ﹤0.01%
725
1958
$7K ﹤0.01%
326
+19
1959
$7K ﹤0.01%
+2,005
1960
$7K ﹤0.01%
1,637
+294
1961
$6K ﹤0.01%
998
+307
1962
$6K ﹤0.01%
+140
1963
$6K ﹤0.01%
37
1964
$6K ﹤0.01%
97
-95
1965
$6K ﹤0.01%
607
+29
1966
$6K ﹤0.01%
+130
1967
$6K ﹤0.01%
221
-228
1968
$6K ﹤0.01%
+200
1969
$6K ﹤0.01%
70
-80
1970
$6K ﹤0.01%
+1,800
1971
$6K ﹤0.01%
240
+4
1972
$6K ﹤0.01%
+845
1973
$6K ﹤0.01%
251
+241
1974
$6K ﹤0.01%
190
1975
$6K ﹤0.01%
+100