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
$24.9B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,862
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$168M
3
+$134M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$97.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$96.7M

Top Sells

1
+$13.3M
2
+$11.8M
3
+$11.4M
4
EMR icon
Emerson Electric
EMR
+$11.3M
5
CHDN icon
Churchill Downs
CHDN
+$7.76M

Sector Composition

1 Technology 2.17%
2 Financials 1.75%
3 Healthcare 1.44%
4 Consumer Discretionary 1.36%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-9
2702
– –
-3
2703
– –
-122
2704
– –
-366
2705
$0 ﹤0.01%
+62
2706
– –
-466
2707
– –
-199
2708
– –
-820
2709
– –
-39
2710
– –
-46
2711
– –
-52
2712
– –
-12
2713
– –
-27
2714
– –
-5,024
2715
– –
-29
2716
– –
-54
2717
– –
-19
2718
$0 ﹤0.01%
+2
2719
– –
-9
2720
– –
-361
2721
– –
-300
2722
– –
-24
2723
– –
-292
2724
$0 ﹤0.01%
25
2725
– –
-200
107 108
109
110 111