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
301
$1.65M 0.01%
24,162
+436
302
$1.64M 0.01%
9,086
+258
303
$1.63M 0.01%
46,720
-44,525
304
$1.61M 0.01%
18,060
+1,673
305
$1.59M 0.01%
76,515
+6,900
306
$1.57M 0.01%
7,973
+350
307
$1.56M 0.01%
16,820
-6,281
308
$1.53M 0.01%
87,696
+4,420
309
$1.52M 0.01%
23,711
+1,253
310
$1.5M 0.01%
19,565
+12,003
311
$1.5M 0.01%
127,884
+343
312
$1.47M 0.01%
10,036
+561
313
$1.46M 0.01%
7,098
+6,472
314
$1.46M 0.01%
8,306
+639
315
$1.45M 0.01%
24,316
-1,290
316
$1.43M 0.01%
13,665
+586
317
$1.43M 0.01%
21,676
-54
318
$1.41M 0.01%
39,964
+5,611
319
$1.41M 0.01%
27,634
+3,146
320
$1.41M 0.01%
+68,330
321
$1.4M 0.01%
43,672
+6,196
322
$1.39M 0.01%
34,990
+25,169
323
$1.39M 0.01%
8,890
-401
324
$1.38M 0.01%
14,137
+1,024
325
$1.38M 0.01%
88,796
+86,733
11 12
13
14 15