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
2151
$2K ﹤0.01%
40
2152
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2153
$2K ﹤0.01%
43
-359
2154
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2155
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50
2156
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+112
2157
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120
+60
2158
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2159
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2160
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+60
2161
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+88
2162
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73
-8
2163
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2164
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13
+2
2165
$2K ﹤0.01%
+1,350
2166
$2K ﹤0.01%
+44
2167
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310
2168
$2K ﹤0.01%
+48
2169
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+23
2170
$2K ﹤0.01%
+30
2171
$2K ﹤0.01%
+50
2172
$2K ﹤0.01%
50
2173
$2K ﹤0.01%
+36
2174
$2K ﹤0.01%
+290
2175
$2K ﹤0.01%
43
85 86
87
88 89