Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
2201
$2K ﹤0.01%
19
-55
2202
$2K ﹤0.01%
+78
2203
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+72
2204
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40
2205
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64
2206
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87
2207
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2,000
2208
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174
2209
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+108
2210
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41
+21
2211
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+13
2212
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96
2213
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91
2214
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8
2215
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46
2216
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42
2217
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383
+209
2218
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+32
2219
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20
2220
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140
2221
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+195
2222
$2K ﹤0.01%
27
2223
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44
2224
$2K ﹤0.01%
170
+7
2225
$2K ﹤0.01%
138
-115
87 88
89
90 91