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
2126
$3K ﹤0.01%
115
2127
$3K ﹤0.01%
315
2128
$3K ﹤0.01%
81
2129
$3K ﹤0.01%
+300
2130
$3K ﹤0.01%
133
2131
$3K ﹤0.01%
+200
2132
$3K ﹤0.01%
1,179
+253
2133
$3K ﹤0.01%
192
2134
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52
2135
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54
-56
2136
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+202
2137
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+200
2138
$3K ﹤0.01%
230
2139
$3K ﹤0.01%
164
-460
2140
$3K ﹤0.01%
1,236
+100
2141
$3K ﹤0.01%
170
2142
$3K ﹤0.01%
66
2143
$3K ﹤0.01%
144
+108
2144
$3K ﹤0.01%
133
2145
$3K ﹤0.01%
+200
2146
$3K ﹤0.01%
+200
2147
$3K ﹤0.01%
+230
2148
$3K ﹤0.01%
+200
2149
$3K ﹤0.01%
+200
2150
$3K ﹤0.01%
150
84 85
86
87 88