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
326
$1.36M 0.01%
25,947
-2,910
327
$1.36M 0.01%
71,761
+35,464
328
$1.36M 0.01%
+58,723
329
$1.35M 0.01%
38,194
-1,504
330
$1.35M 0.01%
13,320
-2,214
331
$1.35M 0.01%
8,737
-26
332
$1.29M 0.01%
7,888
+2,296
333
$1.29M 0.01%
21,325
+1,433
334
$1.29M 0.01%
29,980
+5,255
335
$1.27M 0.01%
11,559
+126
336
$1.27M 0.01%
92,155
+15,873
337
$1.27M 0.01%
31,231
+2,872
338
$1.27M 0.01%
15,549
+16
339
$1.27M 0.01%
12,511
-334
340
$1.25M 0.01%
16,857
+2,461
341
$1.24M 0.01%
9,168
-136
342
$1.23M 0.01%
12,341
-1,579
343
$1.23M 0.01%
4,002
+458
344
$1.22M 0.01%
113,028
+61,158
345
$1.2M 0.01%
6,404
-3,590
346
$1.2M 0.01%
13,435
+2,284
347
$1.19M 0.01%
44,290
-4,222
348
$1.19M 0.01%
94,795
+479
349
$1.19M 0.01%
7,967
-611
350
$1.17M 0.01%
30,540
+1,204