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
2301
$1K ﹤0.01%
28
2302
$1K ﹤0.01%
44
-766
2303
$1K ﹤0.01%
+100
2304
$1K ﹤0.01%
90
+1
2305
$1K ﹤0.01%
50
-558
2306
$1K ﹤0.01%
+91
2307
$1K ﹤0.01%
+21
2308
$1K ﹤0.01%
+1,078
2309
$1K ﹤0.01%
+1,000
2310
$1K ﹤0.01%
+109
2311
$1K ﹤0.01%
+242
2312
$1K ﹤0.01%
+100
2313
$1K ﹤0.01%
+84
2314
$1K ﹤0.01%
12
-43
2315
$1K ﹤0.01%
400
2316
$1K ﹤0.01%
+44
2317
$1K ﹤0.01%
+22
2318
$1K ﹤0.01%
71
2319
$1K ﹤0.01%
+100
2320
$1K ﹤0.01%
14
-346
2321
$1K ﹤0.01%
202
2322
$1K ﹤0.01%
+61
2323
$1K ﹤0.01%
+100
2324
$1K ﹤0.01%
+46
2325
$1K ﹤0.01%
+151
91 92
93
94 95