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
2501
– –
-77
2502
$0 ﹤0.01%
3
2503
$0 ﹤0.01%
12
-1,682
2504
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2505
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-596
2506
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-7
2507
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-20
2508
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2509
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-50
2510
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-942
2511
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2512
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-401
2513
$0 ﹤0.01%
+1
2514
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-675
2515
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2516
$0 ﹤0.01%
+5
2517
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2518
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2519
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-6,071
2520
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-137
2521
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-261
2522
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-1
2523
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-102
2524
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-100
2525
– –
-500
99 100
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102 103