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
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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-16
2348
– –
-1,723
2349
– –
-36
2350
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-440
92 93
94
95 96