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
1001
$77K ﹤0.01%
13,300
-3,900
1002
$77K ﹤0.01%
1,566
+465
1003
$77K ﹤0.01%
4,612
1004
$77K ﹤0.01%
1,193
-189
1005
$76K ﹤0.01%
970
1006
$76K ﹤0.01%
2,710
-1,835
1007
$76K ﹤0.01%
3,964
-2,841
1008
$75K ﹤0.01%
+1,600
1009
$75K ﹤0.01%
2,613
-1,152
1010
$75K ﹤0.01%
1,587
-20
1011
$75K ﹤0.01%
2,778
-278
1012
$74K ﹤0.01%
2,552
+581
1013
$74K ﹤0.01%
+2,484
1014
$74K ﹤0.01%
781
+47
1015
$74K ﹤0.01%
6,638
-6,554
1016
$74K ﹤0.01%
164
-30
1017
$74K ﹤0.01%
382
+9
1018
$74K ﹤0.01%
551
+420
1019
$74K ﹤0.01%
296
+34
1020
$74K ﹤0.01%
6,000
-9,288
1021
$74K ﹤0.01%
615
-31
1022
$73K ﹤0.01%
664
-231
1023
$73K ﹤0.01%
2,868
-228
1024
$73K ﹤0.01%
1,387
+632
1025
$73K ﹤0.01%
1,889
+665
39 40
41
42 43