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
2251
– –
-400
2252
– –
-365
2253
– –
-1,000
2254
– –
-800
2255
– –
-1,557
2256
– –
-4
2257
– –
-34
2258
– –
-4,490
2259
– –
-199
2260
– –
-200
2261
– –
-230
2262
$0 ﹤0.01%
11
-231
2263
– –
-33
2264
– –
-13,526
2265
$0 ﹤0.01%
24
+9
2266
– –
-1,676
2267
$0 ﹤0.01%
5
-9,449
2268
– –
-19
2269
– –
-5
2270
– –
-6
2271
– –
-855
2272
– –
-13,970
2273
– –
-33
2274
– –
-32
2275
– –
-11
89 90
91
92 93