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
376
$1.24M 0.01%
38,363
+3,523
377
$1.23M 0.01%
7,149
+58
378
$1.23M 0.01%
42,232
379
$1.23M 0.01%
21,528
-4,703
380
$1.23M 0.01%
9,015
+765
381
$1.21M 0.01%
8,823
+1,350
382
$1.21M 0.01%
8,982
-52
383
$1.19M 0.01%
5,454
+667
384
$1.17M 0.01%
12,760
+818
385
$1.17M 0.01%
52,955
-1,292
386
$1.16M 0.01%
31,417
-860
387
$1.15M 0.01%
20,667
+1,979
388
$1.13M 0.01%
7,921
+281
389
$1.13M 0.01%
8,041
+527
390
$1.12M 0.01%
21,626
+1,675
391
$1.11M 0.01%
22,932
+2,307
392
$1.11M 0.01%
57,325
+671
393
$1.1M 0.01%
91,572
+19,468
394
$1.09M 0.01%
16,122
+268
395
$1.09M 0.01%
29,159
-6,155
396
$1.09M 0.01%
13,004
-635
397
$1.08M 0.01%
8,686
+511
398
$1.07M 0.01%
16,275
+8,486
399
$1.07M 0.01%
6,275
+43
400
$1.06M 0.01%
11,322
+1,761
14 15
16
17 18