Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

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
2326
$1K ﹤0.01%
292
2327
$1K ﹤0.01%
80
2328
$1K ﹤0.01%
93
2329
$1K ﹤0.01%
24
-9
2330
$1K ﹤0.01%
300
2331
$1K ﹤0.01%
3,000
2332
$1K ﹤0.01%
+185
2333
$1K ﹤0.01%
80
-1,013
2334
$1K ﹤0.01%
+100
2335
$1K ﹤0.01%
+100
2336
$1K ﹤0.01%
+100
2337
$1K ﹤0.01%
+100
2338
$1K ﹤0.01%
+94
2339
$1K ﹤0.01%
28
2340
$1K ﹤0.01%
26
2341
$1K ﹤0.01%
+100
2342
– –
-296
2343
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-387
2344
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-200
2345
$0 ﹤0.01%
56
2346
– –
-416
2347
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2348
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-181
2349
– –
-440
2350
– –
-2,910
92 93
94
95 96