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
201
$3.01M 0.04%
40,679
+2,705
202
$2.97M 0.04%
48,951
+328
203
$2.97M 0.04%
267,644
-1,711
204
$2.95M 0.04%
37,813
+117
205
$2.93M 0.04%
89,968
+6,828
206
$2.91M 0.04%
75,288
+38,586
207
$2.9M 0.04%
25,809
+14,483
208
$2.86M 0.04%
32,342
-3,682
209
$2.77M 0.04%
28,521
-100
210
$2.58M 0.04%
49,429
+20,342
211
$2.56M 0.04%
27,886
+587
212
$2.52M 0.04%
93,662
-8,766
213
$2.5M 0.04%
16,921
+10,533
214
$2.49M 0.04%
68,942
+22,662
215
$2.4M 0.03%
18,351
+956
216
$2.38M 0.03%
19,966
-5,352
217
$2.38M 0.03%
39,919
+12,425
218
$2.36M 0.03%
17,070
+2,651
219
$2.35M 0.03%
16,869
+81
220
$2.33M 0.03%
30,724
+1,903
221
$2.33M 0.03%
71,296
+30,216
222
$2.31M 0.03%
75,740
+75,154
223
$2.28M 0.03%
113,610
-6,531
224
$2.26M 0.03%
29,715
+697
225
$2.26M 0.03%
67,544
+61,691
7 8
9
10 11