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
351
$1.16M 0.01%
41,588
-717
352
$1.16M 0.01%
97,269
+7,307
353
$1.15M 0.01%
17,633
-386
354
$1.15M 0.01%
44,212
-2,610
355
$1.15M 0.01%
54,932
+18,242
356
$1.14M 0.01%
12,766
+555
357
$1.12M 0.01%
149,041
+352
358
$1.1M 0.01%
77,481
+5,533
359
$1.1M 0.01%
55,654
+12,945
360
$1.06M 0.01%
63,523
+4,461
361
$1.06M 0.01%
32,869
362
$1.04M 0.01%
54,567
-8,239
363
$1.04M 0.01%
6,089
+73
364
$1.04M 0.01%
73,832
-6,863
365
$1.04M 0.01%
7,581
-36
366
$1.03M 0.01%
27,555
-118
367
$1.03M 0.01%
18,304
+503
368
$1.01M 0.01%
8,785
-115
369
$996K 0.01%
31,097
+2,435
370
$994K 0.01%
48,117
-2,853
371
$979K 0.01%
12,375
+440
372
$978K 0.01%
18,249
+707
373
$974K 0.01%
20,240
+3,206
374
$968K 0.01%
11,705
-285
375
$966K 0.01%
63,390
-4,464
13 14
15
16 17