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
2126
– –
-160
2127
– –
-515
2128
– –
-159
2129
– –
-150
2130
– –
-2
2131
– –
-44
2132
– –
-152
2133
$0 ﹤0.01%
+4
2134
$0 ﹤0.01%
50
2135
– –
-296
2136
– –
-505
2137
– –
-190
2138
$0 ﹤0.01%
+3
2139
– –
-510
2140
– –
-13,500
2141
– –
-880
2142
$0 ﹤0.01%
23
2143
– –
-3,021
2144
– –
-191
2145
– –
-2,000
2146
– –
-86
2147
– –
-124
2148
$0 ﹤0.01%
+33
2149
– –
-400
2150
– –
-16,570
84 85
86
87 88