Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$663M 9.5%
3,165,651
+197,728
2
$509M 7.29%
14,395,816
+5,314,714
3
$440M 6.31%
2,092,130
+385,637
4
$340M 4.87%
11,369,830
+1,959,060
5
$289M 4.14%
3,423,477
+751,500
6
$259M 3.71%
2,916,238
+390,989
7
$199M 2.85%
5,653,013
+309,988
8
$187M 2.68%
3,215,646
+124,496
9
$142M 2.03%
1,751,246
+165,147
10
$136M 1.95%
1,110,267
+530,219
11
$114M 1.63%
998,883
+84,438
12
$106M 1.52%
1,905,829
-38,120
13
$96.7M 1.39%
898,921
+30,433
14
$84.7M 1.21%
2,122,795
-93,869
15
$79.4M 1.14%
988,407
+198,576
16
$75.8M 1.09%
648,806
+17,401
17
$72.7M 1.04%
645,568
+756
18
$71.7M 1.03%
634,465
+46,006
19
$64.5M 0.92%
1,394,738
+232,054
20
$62.3M 0.89%
732,786
+101,723
21
$59.4M 0.85%
480,734
-83,346
22
$54.9M 0.79%
643,815
+69,115
23
$54.1M 0.78%
815,104
+206,253
24
$52.4M 0.75%
488,888
+63,049
25
$50.7M 0.73%
505,105
+564
1
2 3 4 5