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
2051
– –
-41
2052
– –
-14
2053
– –
-70
2054
– –
-168
2055
– –
-131
2056
– –
-1,000
2057
$0 ﹤0.01%
+40
2058
$0 ﹤0.01%
3
2059
– –
-1,997
2060
$0 ﹤0.01%
+50
2061
$0 ﹤0.01%
19
2062
– –
-17
2063
– –
-718
2064
– –
-600
2065
– –
-105
2066
– –
-4,230
2067
– –
-12,598
2068
– –
-36
2069
– –
-33
2070
– –
-510
2071
– –
-350
2072
– –
-100
2073
– –
-3,910
2074
– –
-8
2075
$0 ﹤0.01%
6
81 82
83
84 85