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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.5M 0.06%
69,684
+6,857
177
$4.45M 0.06%
101,925
+7,039
178
$4.33M 0.06%
39,359
+3,303
179
$4.3M 0.06%
53,090
+37,938
180
$4.29M 0.06%
263,667
+238,026
181
$4.22M 0.06%
65,774
+10,496
182
$4.19M 0.06%
42,437
+14,639
183
$3.97M 0.06%
112,106
-6,905
184
$3.82M 0.05%
72,864
+16,679
185
$3.76M 0.05%
70,295
+739
186
$3.72M 0.05%
14,995
+1,908
187
$3.69M 0.05%
26,875
+1,233
188
$3.69M 0.05%
106,838
+101,534
189
$3.64M 0.05%
54,160
-10,197
190
$3.55M 0.05%
62,718
+112
191
$3.52M 0.05%
265,359
+3,904
192
$3.51M 0.05%
77,742
+9,161
193
$3.48M 0.05%
37,509
-1,073
194
$3.31M 0.05%
14,875
-50
195
$3.3M 0.05%
38,501
-1,243
196
$3.29M 0.05%
20,934
+3,854
197
$3.28M 0.05%
45,960
+11,088
198
$3.24M 0.05%
112,402
+112,384
199
$3.16M 0.05%
30,374
-10,214
200
$3.09M 0.04%
71,581
-12,060
6 7
8
9 10