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
2201
$2K ﹤0.01%
91
2202
$2K ﹤0.01%
8
2203
$2K ﹤0.01%
46
2204
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42
2205
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383
+209
2206
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+32
2207
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20
2208
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140
2209
$2K ﹤0.01%
+195
2210
$2K ﹤0.01%
27
2211
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44
2212
$2K ﹤0.01%
+237
2213
$2K ﹤0.01%
177
-2,658
2214
$2K ﹤0.01%
285
2215
$2K ﹤0.01%
24
2216
$2K ﹤0.01%
+194
2217
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170
+7
2218
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+145
2219
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138
-115
2220
$2K ﹤0.01%
259
+50
2221
$2K ﹤0.01%
127
-1,330
2222
$2K ﹤0.01%
+142
2223
$2K ﹤0.01%
155
+5
2224
$2K ﹤0.01%
+200
2225
$2K ﹤0.01%
4,000
87 88
89
90 91