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
26
$94.4M 0.53%
620,941
-2,114
27
$91.5M 0.51%
610,817
-1,170
28
$90.1M 0.5%
1,436,462
+80,668
29
$90.1M 0.5%
1,060,180
+39,220
30
$84M 0.47%
584,408
+13,652
31
$80.6M 0.45%
824,200
+7,542
32
$76M 0.43%
771,078
+7,828
33
$75.7M 0.42%
2,006,847
+14,018
34
$73.4M 0.41%
1,158,237
+122,110
35
$70.7M 0.4%
695,694
+9,986
36
$70.5M 0.4%
1,254,860
+25,008
37
$67.7M 0.38%
362,856
+20,386
38
$67.2M 0.38%
1,400,051
-7,058
39
$64.7M 0.36%
533,149
-8,436
40
$62M 0.35%
1,132,424
-25,716
41
$60.6M 0.34%
1,073,960
+38,880
42
$58.3M 0.33%
467,279
+6,104
43
$58.1M 0.33%
478,780
+20,622
44
$56.4M 0.32%
1,074,053
+206,514
45
$56.3M 0.32%
401,094
+11,440
46
$52M 0.29%
1,065,181
+109,029
47
$48.3M 0.27%
463,827
-4,952
48
$47.4M 0.27%
429,379
+6,152
49
$47.3M 0.26%
243,382
+5,524
50
$45.7M 0.26%
293,682
+18,600
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