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
2276
$0 ﹤0.01%
+16
2277
– –
-168
2278
– –
-923
2279
– –
-381
2280
$0 ﹤0.01%
+1
2281
$0 ﹤0.01%
+8
2282
– –
-1
2283
– –
-1
2284
– –
-3,573
2285
– –
-1
2286
– –
-475
2287
– –
-81
2288
$0 ﹤0.01%
5
2289
– –
-20
2290
– –
-1,158
2291
– –
-150
2292
– –
-145
2293
– –
-25
2294
– –
0
2295
$0 ﹤0.01%
+12
2296
– –
-34
2297
– –
-3,680
2298
$0 ﹤0.01%
10
2299
– –
-650
2300
– –
-300
90 91
92
93 94