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
251
$2.75M 0.02%
19,244
+7,786
252
$2.7M 0.02%
10,587
+17
253
$2.69M 0.02%
13,240
+488
254
$2.63M 0.02%
145,400
+24,379
255
$2.63M 0.02%
542,560
-3,480
256
$2.59M 0.02%
242,765
+13,214
257
$2.54M 0.02%
45,794
+1,675
258
$2.54M 0.02%
39,748
+3,102
259
$2.51M 0.02%
41,897
+2,147
260
$2.48M 0.02%
31,902
+803
261
$2.41M 0.02%
26,216
-4,398
262
$2.37M 0.02%
101,598
+4,767
263
$2.36M 0.02%
143,172
+71,241
264
$2.3M 0.01%
19,375
-2,412
265
$2.28M 0.01%
19,472
-1,557
266
$2.28M 0.01%
59,221
-3,061
267
$2.27M 0.01%
58,058
+9,408
268
$2.24M 0.01%
72,489
-2,614
269
$2.22M 0.01%
14,915
+146
270
$2.2M 0.01%
165,179
+31,263
271
$2.19M 0.01%
135,189
-14,586
272
$2.12M 0.01%
24,790
-90
273
$2.12M 0.01%
12,969
-3,593
274
$2.08M 0.01%
25,436
-192
275
$2.07M 0.01%
30,999
+1,379
9 10
11
12 13