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
51
$43M 0.24%
1,370,799
-82,435
52
$43M 0.24%
683,546
+13,508
53
$41.1M 0.23%
115,856
-37
54
$37.8M 0.21%
278,022
-30,295
55
$37.5M 0.21%
150,487
+3,478
56
$36M 0.2%
183,126
+2,629
57
$33M 0.18%
260,742
+16,106
58
$32.9M 0.18%
168,428
+72,464
59
$32.3M 0.18%
203,197
-13,980
60
$32.2M 0.18%
285,203
+38,267
61
$30.3M 0.17%
322,511
+82,298
62
$30.3M 0.17%
698,634
+55,792
63
$29.8M 0.17%
381,203
-75,402
64
$29.7M 0.17%
648,527
-35,083
65
$29.7M 0.17%
391,059
+9,782
66
$29.6M 0.17%
721,577
-3,914,657
67
$29.4M 0.16%
270,211
+8,800
68
$28.9M 0.16%
176,690
+64,193
69
$27.4M 0.15%
543,944
+2,416
70
$27.2M 0.15%
328,807
+4,724
71
$26.9M 0.15%
244,306
-11,081
72
$26.8M 0.15%
330,482
-7,276
73
$26.5M 0.15%
510,425
+7,841
74
$25.8M 0.14%
105,019
+2,732
75
$25.4M 0.14%
104,801
+17,388
1 2
3
4 5