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
2051
$1K ﹤0.01%
+25
2052
$1K ﹤0.01%
+6
2053
$1K ﹤0.01%
+13
2054
$1K ﹤0.01%
+2
2055
$1K ﹤0.01%
+44
2056
$1K ﹤0.01%
+152
2057
$1K ﹤0.01%
+39
2058
$1K ﹤0.01%
+25
2059
$1K ﹤0.01%
100
2060
$1K ﹤0.01%
+43
2061
$1K ﹤0.01%
+67
2062
$1K ﹤0.01%
+417
2063
$1K ﹤0.01%
+13
2064
$1K ﹤0.01%
100
2065
$1K ﹤0.01%
200
2066
$1K ﹤0.01%
+55
2067
$1K ﹤0.01%
60
2068
$1K ﹤0.01%
+19
2069
$1K ﹤0.01%
50
+48
2070
$1K ﹤0.01%
+32
2071
$1K ﹤0.01%
+15
2072
$1K ﹤0.01%
200
2073
$1K ﹤0.01%
+27
2074
$1K ﹤0.01%
100
-2,500
2075
$1K ﹤0.01%
+42
81 82
83
84 85