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
2176
$2K ﹤0.01%
75
2177
$2K ﹤0.01%
32
-16
2178
$2K ﹤0.01%
210
+2
2179
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+41
2180
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2181
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17
2182
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+139
2183
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+123
2184
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+157
2185
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+54
2186
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55
2187
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2188
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35
2189
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19
-55
2190
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+78
2191
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+72
2192
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40
2193
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64
2194
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87
2195
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2,000
2196
$2K ﹤0.01%
174
2197
$2K ﹤0.01%
+108
2198
$2K ﹤0.01%
41
+21
2199
$2K ﹤0.01%
+13
2200
$2K ﹤0.01%
96
86 87
88
89 90