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
301
$2.12M 0.01%
175,323
-216
302
$2.11M 0.01%
8,697
+877
303
$2.1M 0.01%
132,742
-1,179
304
$2.08M 0.01%
+22,746
305
$2.08M 0.01%
90,960
+7,140
306
$2.08M 0.01%
13,035
+24
307
$1.97M 0.01%
33,688
+6,552
308
$1.96M 0.01%
76,550
+15,325
309
$1.96M 0.01%
11,620
+93
310
$1.96M 0.01%
50,844
+628
311
$1.93M 0.01%
128,594
+35,769
312
$1.9M 0.01%
160,800
+158,075
313
$1.9M 0.01%
115,830
+804
314
$1.9M 0.01%
15,843
-951
315
$1.84M 0.01%
24,193
-1,035
316
$1.84M 0.01%
40,184
+17,825
317
$1.82M 0.01%
21,977
+12,895
318
$1.81M 0.01%
68,806
+8,394
319
$1.79M 0.01%
25,557
+3,850
320
$1.76M 0.01%
42,902
-1,088
321
$1.76M 0.01%
49,161
+7,711
322
$1.75M 0.01%
25,068
+8,013
323
$1.74M 0.01%
25,483
+2,056
324
$1.7M 0.01%
17,002
-436
325
$1.68M 0.01%
21,531
-485
11 12
13
14 15