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
2076
$4K ﹤0.01%
165
2077
$4K ﹤0.01%
+300
2078
$4K ﹤0.01%
58
2079
$3K ﹤0.01%
8
2080
$3K ﹤0.01%
+116
2081
$3K ﹤0.01%
100
2082
$3K ﹤0.01%
+9
2083
$3K ﹤0.01%
33
-73
2084
$3K ﹤0.01%
+121
2085
$3K ﹤0.01%
196
2086
$3K ﹤0.01%
+50
2087
$3K ﹤0.01%
602
2088
$3K ﹤0.01%
1,375
2089
$3K ﹤0.01%
118
2090
$3K ﹤0.01%
+200
2091
$3K ﹤0.01%
+474
2092
$3K ﹤0.01%
260
+150
2093
$3K ﹤0.01%
+40
2094
$3K ﹤0.01%
+210
2095
$3K ﹤0.01%
+316
2096
$3K ﹤0.01%
165
-1,509
2097
$3K ﹤0.01%
15
-227
2098
$3K ﹤0.01%
+190
2099
$3K ﹤0.01%
+400
2100
$3K ﹤0.01%
+50
82 83
84
85 86