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
1976
$6K ﹤0.01%
65
1977
$6K ﹤0.01%
500
1978
$6K ﹤0.01%
+66
1979
$6K ﹤0.01%
+181
1980
$6K ﹤0.01%
+71
1981
$6K ﹤0.01%
+1,380
1982
$6K ﹤0.01%
162
1983
$6K ﹤0.01%
112
1984
$6K ﹤0.01%
51
+43
1985
$6K ﹤0.01%
58
+19
1986
$6K ﹤0.01%
58
+17
1987
$6K ﹤0.01%
155
+45
1988
$6K ﹤0.01%
+692
1989
$6K ﹤0.01%
+58
1990
$6K ﹤0.01%
+375
1991
$6K ﹤0.01%
65
1992
$6K ﹤0.01%
+164
1993
$6K ﹤0.01%
+500
1994
$6K ﹤0.01%
210
+15
1995
$6K ﹤0.01%
472
-5,460
1996
$6K ﹤0.01%
683
-576
1997
$6K ﹤0.01%
1,213
-700
1998
$5K ﹤0.01%
47
1999
$5K ﹤0.01%
+42
2000
$5K ﹤0.01%
58