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
351
$1.48M 0.01%
15,877
-624
352
$1.47M 0.01%
87,961
-2,159
353
$1.46M 0.01%
9,213
+822
354
$1.44M 0.01%
26,550
+1,581
355
$1.43M 0.01%
29,688
+7,258
356
$1.43M 0.01%
30,158
-9,963
357
$1.43M 0.01%
17,049
-457
358
$1.42M 0.01%
127,316
-4,414
359
$1.42M 0.01%
82,769
+15,675
360
$1.4M 0.01%
17,095
-184
361
$1.38M 0.01%
116,774
+13,556
362
$1.38M 0.01%
41,152
-8,994
363
$1.35M 0.01%
12,871
+6,335
364
$1.33M 0.01%
48,463
-3,035
365
$1.32M 0.01%
43,561
-8,593
366
$1.31M 0.01%
7,909
-393
367
$1.31M 0.01%
15,488
+331
368
$1.3M 0.01%
8,353
+310
369
$1.3M 0.01%
103,039
+1,570
370
$1.29M 0.01%
18,652
+507
371
$1.29M 0.01%
11,979
-1,266
372
$1.25M 0.01%
17,778
-4,868
373
$1.24M 0.01%
10,688
-165
374
$1.24M 0.01%
88,000
+6,895
375
$1.24M 0.01%
13,808
+1,220
13 14
15
16 17