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
276
$2.7M 0.02%
19,978
-5,335
277
$2.69M 0.02%
242,875
-7,368
278
$2.63M 0.01%
15,799
+1,656
279
$2.58M 0.01%
223,040
-39,327
280
$2.52M 0.01%
30,376
+2,686
281
$2.52M 0.01%
6,166
-132
282
$2.49M 0.01%
59,532
-4,084
283
$2.48M 0.01%
134,652
+30,236
284
$2.47M 0.01%
17,164
+1,337
285
$2.47M 0.01%
10,337
+10,288
286
$2.44M 0.01%
22,030
+984
287
$2.44M 0.01%
56,695
-3,206
288
$2.43M 0.01%
18,154
-530
289
$2.41M 0.01%
36,022
+286
290
$2.4M 0.01%
111,223
+12,334
291
$2.36M 0.01%
34,037
+1,437
292
$2.33M 0.01%
156,812
+24,338
293
$2.28M 0.01%
20,743
+1,742
294
$2.27M 0.01%
100,760
+16,180
295
$2.22M 0.01%
44,001
-2,162
296
$2.21M 0.01%
125,033
+1,666
297
$2.17M 0.01%
12,828
-387
298
$2.15M 0.01%
71,832
-6,433
299
$2.15M 0.01%
48,472
+1,337
300
$2.13M 0.01%
145,718
-28,485
10 11
12
13 14