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
1051
$65K ﹤0.01%
1,713
+384
1052
$65K ﹤0.01%
17,246
-1,023
1053
$65K ﹤0.01%
206
+140
1054
$65K ﹤0.01%
7,858
+340
1055
$65K ﹤0.01%
782
+86
1056
$65K ﹤0.01%
779
1057
$64K ﹤0.01%
7,581
1058
$64K ﹤0.01%
+1,702
1059
$64K ﹤0.01%
2,050
+245
1060
$64K ﹤0.01%
1,206
-106
1061
$64K ﹤0.01%
3,000
+2,000
1062
$63K ﹤0.01%
+2,659
1063
$63K ﹤0.01%
600
+43
1064
$63K ﹤0.01%
6,863
-34,157
1065
$63K ﹤0.01%
1,107
1066
$63K ﹤0.01%
3,394
1067
$63K ﹤0.01%
2,119
+25
1068
$63K ﹤0.01%
7,820
+612
1069
$63K ﹤0.01%
405
+370
1070
$63K ﹤0.01%
1,566
-158
1071
$63K ﹤0.01%
823
+54
1072
$62K ﹤0.01%
2,410
1073
$62K ﹤0.01%
587
+41
1074
$62K ﹤0.01%
1,361
-25
1075
$62K ﹤0.01%
2,811