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
176
$3.52M 0.06%
38,582
-6,268
177
$3.45M 0.06%
62,606
-1,020
178
$3.45M 0.06%
25,642
-3,454
179
$3.43M 0.06%
55,278
+2,774
180
$3.31M 0.05%
41,652
+7,144
181
$3.21M 0.05%
39,744
+3,155
182
$3.01M 0.05%
48,623
+16,279
183
$2.98M 0.05%
269,355
+1,109
184
$2.98M 0.05%
83,641
+23,699
185
$2.95M 0.05%
14,925
+4,603
186
$2.93M 0.05%
25,318
+4,253
187
$2.9M 0.05%
13,087
+10,629
188
$2.85M 0.05%
68,581
+19,772
189
$2.83M 0.05%
37,696
+5,810
190
$2.83M 0.05%
36,024
+10,037
191
$2.79M 0.05%
56,185
+6,251
192
$2.78M 0.05%
27,798
+1,233
193
$2.78M 0.05%
102,428
+14,316
194
$2.69M 0.04%
17,080
+2,438
195
$2.67M 0.04%
28,621
+2,149
196
$2.61M 0.04%
332,522
+65,211
197
$2.54M 0.04%
83,140
+8,412
198
$2.46M 0.04%
37,974
+3,246
199
$2.45M 0.04%
27,299
-371
200
$2.37M 0.04%
120,141
-73,430
6 7
8
9 10