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
2451
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-7,745
2452
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2456
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2458
$0 ﹤0.01%
25
2459
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7
2460
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242
2461
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+67
2462
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-9,100
2463
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-101
2464
$0 ﹤0.01%
+42
2465
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-1,612
2466
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-6,700
2467
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-1,000
2468
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-80
2469
$0 ﹤0.01%
+20
2470
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-1,000
2471
$0 ﹤0.01%
+179
2472
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2473
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2474
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-1,723
2475
– –
-69
97 98
99
100 101