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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$310M
3
+$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1
+$161M
2
+$48.1M
3
+$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

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%
36
2052
$4K ﹤0.01%
202
2053
$4K ﹤0.01%
198
-377
2054
$4K ﹤0.01%
196
+56
2055
$4K ﹤0.01%
+1,018
2056
$4K ﹤0.01%
+211
2057
$4K ﹤0.01%
39
2058
$4K ﹤0.01%
181
2059
$4K ﹤0.01%
+287
2060
$4K ﹤0.01%
100
2061
$4K ﹤0.01%
197
+91
2062
$4K ﹤0.01%
+70
2063
$4K ﹤0.01%
515
2064
$4K ﹤0.01%
95
-75
2065
$4K ﹤0.01%
+113
2066
$4K ﹤0.01%
+100
2067
$4K ﹤0.01%
269
-265
2068
$4K ﹤0.01%
80
2069
$4K ﹤0.01%
139
2070
$4K ﹤0.01%
63
-37
2071
$4K ﹤0.01%
+286
2072
$4K ﹤0.01%
100
2073
$4K ﹤0.01%
600
2074
$4K ﹤0.01%
+500
2075
$4K ﹤0.01%
854
81 82
83
84 85