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
2201
– –
-1,130
2202
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-328
2203
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2204
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2205
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-19
2206
$0 ﹤0.01%
4
2207
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-90
2208
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-175
2209
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-43
2210
$0 ﹤0.01%
+48
2211
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-250
2212
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-3,551
2213
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-127
2214
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-55
2215
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-2,223
2216
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-2,150
2217
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-50
2218
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-50
2219
$0 ﹤0.01%
16
-212
2220
$0 ﹤0.01%
34
-658
2221
– –
-250
2222
– –
-5,675
2223
– –
-100
2224
– –
-5,422
2225
– –
-148
87 88
89
90 91