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
$15.7B
AUM Growth
+$1.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$179M
3
+$170M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.9M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$10.8M
4
WFC icon
Wells Fargo
WFC
+$8.43M
5
OMC icon
Omnicom Group
OMC
+$6.76M

Sector Composition

1 Financials 2.34%
2 Technology 2.25%
3 Healthcare 1.92%
4 Industrials 1.64%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.57M 0.02%
12
+1
227
$3.54M 0.02%
309,900
-3,898
228
$3.43M 0.02%
49,236
-1,847
229
$3.37M 0.02%
14,993
+4,545
230
$3.34M 0.02%
46,011
+17,455
231
$3.3M 0.02%
77,142
+1,695
232
$3.28M 0.02%
50,784
-5,454
233
$3.26M 0.02%
22,605
+679
234
$3.23M 0.02%
309,264
+22,137
235
$3.19M 0.02%
43,297
+3,179
236
$3.17M 0.02%
253,941
-15,949
237
$3.12M 0.02%
53,072
+2,279
238
$3.06M 0.02%
22,536
+131
239
$3.01M 0.02%
194,745
-1,948
240
$2.97M 0.02%
15,949
+239
241
$2.92M 0.02%
44,506
+26,080
242
$2.88M 0.02%
31,507
+544
243
$2.87M 0.02%
108,120
+22,999
244
$2.86M 0.02%
51,637
+1,799
245
$2.85M 0.02%
248,975
+8,250
246
$2.82M 0.02%
41,795
-160,971
247
$2.81M 0.02%
35,506
-145
248
$2.8M 0.02%
42,192
+18,481
249
$2.78M 0.02%
46,810
-410
250
$2.77M 0.02%
98,465
+419
8 9
10
11 12