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
2326
– –
-7,097
2327
$0 ﹤0.01%
+2
2328
– –
-1,000
2329
– –
-170
2330
– –
-440
2331
– –
-79
2332
– –
-1,335
2333
– –
-150
2334
– –
-16
2335
– –
-164
2336
– –
-1,208
2337
$0 ﹤0.01%
31
-9
2338
– –
-2,316
2339
– –
-550
2340
– –
-23
2341
– –
-1
2342
– –
-8
2343
– –
-40
2344
$0 ﹤0.01%
18
-47
2345
– –
-500
2346
– –
-166
2347
$0 ﹤0.01%
17
-822
2348
– –
-13
2349
– –
-440
2350
$0 ﹤0.01%
39
92 93
94
95 96