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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$118M
3
+$87.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.5M
5
BND icon
Vanguard Total Bond Market
BND
+$83.1M

Top Sells

1
+$29.8M
2
+$18.2M
3
+$12M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.69M
5
PHM icon
Pultegroup
PHM
+$8.67M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.97%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.32M 0.04%
24,417
+4,323
202
$2.29M 0.04%
161,017
+2,555
203
$2.23M 0.04%
16,788
+3,144
204
$2.23M 0.04%
87,123
+8,733
205
$2.21M 0.04%
188,782
+1,210
206
$2.21M 0.04%
34,872
+6,163
207
$2.21M 0.04%
28,821
+3,802
208
$2.07M 0.03%
17,395
+9,834
209
$2.03M 0.03%
24,335
+769
210
$2.02M 0.03%
25,549
+1,512
211
$2.01M 0.03%
29,018
-1,079
212
$1.98M 0.03%
22,570
+9,048
213
$1.98M 0.03%
86,639
214
$1.95M 0.03%
27,655
+522
215
$1.93M 0.03%
65,110
+7,724
216
$1.92M 0.03%
188,328
+5,373
217
$1.92M 0.03%
9
218
$1.91M 0.03%
39,389
+14,011
219
$1.86M 0.03%
9,726
+689
220
$1.82M 0.03%
14,419
-859
221
$1.81M 0.03%
24,901
+4,415
222
$1.73M 0.03%
40,254
+2,943
223
$1.71M 0.03%
13,946
+2,712
224
$1.7M 0.03%
26,915
+4,593
225
$1.68M 0.03%
25,348
+246
7 8
9
10 11