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
2226
$2K ﹤0.01%
+300
2227
$2K ﹤0.01%
472
-41
2228
$2K ﹤0.01%
+3
2229
$2K ﹤0.01%
55
2230
$2K ﹤0.01%
166
2231
$1K ﹤0.01%
+55
2232
$1K ﹤0.01%
+100
2233
$1K ﹤0.01%
85
+23
2234
$1K ﹤0.01%
+100
2235
$1K ﹤0.01%
33
2236
$1K ﹤0.01%
94
+20
2237
$1K ﹤0.01%
71
-222
2238
$1K ﹤0.01%
50
2239
$1K ﹤0.01%
100
-755
2240
$1K ﹤0.01%
7
2241
$1K ﹤0.01%
20
2242
$1K ﹤0.01%
+45
2243
$1K ﹤0.01%
+136
2244
$1K ﹤0.01%
+29
2245
$1K ﹤0.01%
12
-17
2246
$1K ﹤0.01%
90
+22
2247
$1K ﹤0.01%
+49
2248
$1K ﹤0.01%
+8
2249
– –
0
2250
$1K ﹤0.01%
+18
88 89
90
91 92