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
76
$22.8M 0.15%
377,175
+23,813
77
$22.8M 0.15%
103,309
-815
78
$22.7M 0.14%
177,978
-8,147
79
$22.5M 0.14%
351,226
+3,549
80
$22.2M 0.14%
366,608
-139,004
81
$21.8M 0.14%
406,163
+34,527
82
$21.2M 0.14%
296,662
+21,382
83
$21.2M 0.13%
545,454
84
$20.9M 0.13%
71,018
+436
85
$20.6M 0.13%
245,565
+18,718
86
$20.4M 0.13%
118,300
-2,205
87
$20.3M 0.13%
116,635
+4,294
88
$20.1M 0.13%
396,838
-13,638
89
$19.7M 0.13%
403,716
+12,043
90
$19.3M 0.12%
102,021
+144
91
$18.8M 0.12%
123,005
+3,234
92
$18.2M 0.12%
35,461
-115
93
$17.8M 0.11%
445,096
+142,464
94
$17.8M 0.11%
331,845
-14,387
95
$17.1M 0.11%
111,821
+4,088
96
$17.1M 0.11%
1,609,344
+257,466
97
$16.9M 0.11%
322,640
+8,720
98
$16.8M 0.11%
571,350
+6,442
99
$16.8M 0.11%
178,975
+9,903
100
$16.6M 0.11%
154,591
-5,437
2 3
4
5 6