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
2051
$4K ﹤0.01%
166
2052
$4K ﹤0.01%
55
2053
$4K ﹤0.01%
121
2054
$4K ﹤0.01%
175
2055
$4K ﹤0.01%
+415
2056
$4K ﹤0.01%
146
+24
2057
$4K ﹤0.01%
36
2058
$4K ﹤0.01%
202
2059
$4K ﹤0.01%
196
+56
2060
$4K ﹤0.01%
+1,018
2061
$4K ﹤0.01%
+211
2062
$4K ﹤0.01%
39
2063
$4K ﹤0.01%
+70
2064
$4K ﹤0.01%
515
2065
$4K ﹤0.01%
95
-75
2066
$4K ﹤0.01%
+113
2067
$4K ﹤0.01%
+100
2068
$4K ﹤0.01%
269
-265
2069
$4K ﹤0.01%
80
2070
$4K ﹤0.01%
139
2071
$4K ﹤0.01%
63
-37
2072
$4K ﹤0.01%
+286
2073
$4K ﹤0.01%
100
2074
$4K ﹤0.01%
600
2075
$4K ﹤0.01%
854
81 82
83
84 85