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
51
$39.8M 0.25%
299,678
+6,517
52
$38.4M 0.24%
111,247
+2,802
53
$37.9M 0.24%
214,903
+7,316
54
$37.2M 0.24%
251,702
-11,116
55
$36.6M 0.23%
438,022
+1,571
56
$36.5M 0.23%
788,756
+14,442
57
$34M 0.22%
598,065
+63,705
58
$33.3M 0.21%
169,321
+7,481
59
$33.3M 0.21%
216,069
-610
60
$31.7M 0.2%
672,931
-55,378
61
$31.5M 0.2%
608,685
+477,727
62
$30.8M 0.2%
256,738
+5,963
63
$30.4M 0.19%
242,697
+24,806
64
$29.7M 0.19%
561,997
+3,715
65
$28.5M 0.18%
829,152
+8,747
66
$27.4M 0.17%
342,778
+30,632
67
$27.1M 0.17%
178,711
-308
68
$26.3M 0.17%
498,698
+10,998
69
$25.1M 0.16%
170,445
+3,953
70
$24.8M 0.16%
217,251
+12,053
71
$24.4M 0.16%
469,396
-11,348
72
$24.4M 0.16%
262,433
+2,288
73
$24.3M 0.15%
335,709
-63,182
74
$23.8M 0.15%
208,443
+7,035
75
$23.8M 0.15%
97,058
+10,137
1 2
3
4 5