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
2301
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-6,601
2302
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-10
2303
$0 ﹤0.01%
20
-256
2304
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-63
2305
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0
2306
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-2,100
2307
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-400
2308
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-960
2309
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2310
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-25
2311
$0 ﹤0.01%
22
2312
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-1,762
2313
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0
2314
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-88
2315
$0 ﹤0.01%
1
2316
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-145
2317
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-16,380
2318
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-1,090
2319
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2320
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2321
$0 ﹤0.01%
+22
2322
– –
-1,000
2323
– –
-810
2324
$0 ﹤0.01%
320
2325
– –
-100
91 92
93
94 95