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
401
$1.05M 0.01%
88,423
-548
402
$1.04M 0.01%
27,459
+134
403
$1.03M 0.01%
14,060
+232
404
$1.03M 0.01%
39,656
+3,370
405
$1.02M 0.01%
76,670
-664
406
$1.02M 0.01%
26,593
-5,380
407
$1.02M 0.01%
26,516
+5,874
408
$1.02M 0.01%
36,635
-941
409
$1.01M 0.01%
21,717
-564
410
$1.01M 0.01%
18,705
+2,725
411
$1.01M 0.01%
20,403
+2,707
412
$1.01M 0.01%
36,464
+13,791
413
$1M 0.01%
13,755
+214
414
$995K 0.01%
52,246
+1,290
415
$987K 0.01%
7,642
-278
416
$986K 0.01%
5,942
-228
417
$976K 0.01%
148,832
+262
418
$976K 0.01%
13,429
+3,476
419
$970K 0.01%
1,445
-49
420
$968K 0.01%
14,748
+186
421
$965K 0.01%
74,154
-864
422
$964K 0.01%
18,949
+1,361
423
$962K 0.01%
5,178
+84
424
$956K 0.01%
5,606
-40
425
$956K 0.01%
21,527
+2,184
15 16
17
18 19