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
76
$24.4M 0.14%
181,355
+2,076
77
$24.1M 0.14%
415,605
+2,918
78
$23.2M 0.13%
334,642
-8,678
79
$23.2M 0.13%
437,484
+668
80
$23.2M 0.13%
2,137,746
+174,960
81
$22.9M 0.13%
68,201
+1,096
82
$21.8M 0.12%
157,720
+6,858
83
$21M 0.12%
113,793
-5,135
84
$20.7M 0.12%
146,081
+6,303
85
$20.6M 0.12%
411,646
+11,494
86
$20.5M 0.11%
154,604
+9,522
87
$20.3M 0.11%
351,236
+71,180
88
$20M 0.11%
121,837
-1,912
89
$19.5M 0.11%
124,458
+3,160
90
$19M 0.11%
340,460
+10,760
91
$18.3M 0.1%
189,906
+9,324
92
$17.9M 0.1%
221,650
-52,826
93
$17.9M 0.1%
308,221
-38,930
94
$17.8M 0.1%
517,251
-335,977
95
$17.8M 0.1%
149,897
+30,419
96
$17.7M 0.1%
349,235
+27,835
97
$17.7M 0.1%
358,002
+8,544
98
$17.7M 0.1%
372,545
+17,090
99
$17.2M 0.1%
104,669
-48,724
100
$17M 0.1%
162,372
+5,072
2 3
4
5 6