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
326
$1.68M 0.01%
+66,165
327
$1.68M 0.01%
42,893
-489
328
$1.68M 0.01%
35,712
+9,751
329
$1.67M 0.01%
45,686
+1,210
330
$1.67M 0.01%
14,335
+34
331
$1.66M 0.01%
5,399
+1,154
332
$1.65M 0.01%
46,420
-1,020
333
$1.65M 0.01%
20,272
-659
334
$1.64M 0.01%
51,342
+19,008
335
$1.62M 0.01%
35,343
+706
336
$1.62M 0.01%
14,738
+2,700
337
$1.61M 0.01%
18,969
+4,824
338
$1.6M 0.01%
25,705
+2,345
339
$1.6M 0.01%
33,544
+1,994
340
$1.59M 0.01%
29,453
+29,025
341
$1.59M 0.01%
25,373
-3,944
342
$1.57M 0.01%
12,391
-2,619
343
$1.57M 0.01%
16,346
-384
344
$1.55M 0.01%
80,080
+20,921
345
$1.55M 0.01%
26,742
+168
346
$1.54M 0.01%
8,375
+634
347
$1.53M 0.01%
25,010
-246
348
$1.52M 0.01%
24,287
+940
349
$1.5M 0.01%
41,196
350
$1.5M 0.01%
13,363
+1,302
12 13
14
15 16