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
226
$4.22M 0.02%
53,157
+2,348
227
$4.18M 0.02%
42,324
+67
228
$4.15M 0.02%
165,911
+64,355
229
$4.07M 0.02%
82,382
+66,092
230
$4.02M 0.02%
16,884
+664
231
$3.91M 0.02%
67,545
+2,212
232
$3.88M 0.02%
159,558
+62,848
233
$3.74M 0.02%
44,902
-525
234
$3.69M 0.02%
+125,460
235
$3.68M 0.02%
93,977
+21,672
236
$3.67M 0.02%
13
+1
237
$3.64M 0.02%
17,403
+120
238
$3.54M 0.02%
66,098
-4,394
239
$3.47M 0.02%
136,883
+32,942
240
$3.43M 0.02%
49,564
-1,788
241
$3.4M 0.02%
63,277
-851
242
$3.4M 0.02%
44,251
-5,159
243
$3.39M 0.02%
58,845
+10,801
244
$3.36M 0.02%
301,495
-1,552
245
$3.32M 0.02%
77,191
+1,097
246
$3.27M 0.02%
53,568
-182
247
$3.27M 0.02%
44,236
+228
248
$3.24M 0.02%
127,425
+20,423
249
$3.22M 0.02%
30,611
-884
250
$3.2M 0.02%
23,088
-1,014
8 9
10
11 12