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
2401
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-1,744
2402
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-828
2403
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-250
2404
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-295
2405
$0 ﹤0.01%
+7
2406
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-115
2407
$0 ﹤0.01%
10
2408
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-576
2409
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-443
2410
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-180
2411
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-200
2412
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-548
2413
$0 ﹤0.01%
9
-1
2414
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-212
2415
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-329
2416
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-4,698
2417
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-1,400
2418
– –
-2,750
2419
$0 ﹤0.01%
+3
2420
$0 ﹤0.01%
+7
2421
– –
-6,025
2422
$0 ﹤0.01%
17
2423
– –
-1
2424
– –
-156
2425
– –
-254
94 95 96
97
98