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
101
$16.6M 0.11%
158,880
+2,522
102
$16.5M 0.11%
272,071
+9,945
103
$16.5M 0.11%
345,470
+2,233
104
$15.8M 0.1%
278,028
-8,424
105
$15.8M 0.1%
138,649
+5,333
106
$15.5M 0.1%
223,011
+4,924
107
$15.4M 0.1%
273,523
-1,910
108
$15.1M 0.1%
180,192
-14,651
109
$14.8M 0.09%
176,209
-22,599
110
$14.7M 0.09%
265,425
-13,862
111
$14.6M 0.09%
92,561
+3,245
112
$14.6M 0.09%
181,088
-2,376
113
$14.3M 0.09%
278,236
+6,936
114
$14.2M 0.09%
57,569
+5,717
115
$14.2M 0.09%
276,807
+21,557
116
$14.1M 0.09%
166,154
+15,324
117
$14.1M 0.09%
261,038
-277
118
$14.1M 0.09%
155,907
+17,982
119
$13.9M 0.09%
191,723
-1,812
120
$13.7M 0.09%
268,638
+23,928
121
$13.6M 0.09%
54,312
+202
122
$13.5M 0.09%
109,312
+3,629
123
$13.5M 0.09%
143,412
-30,212
124
$13.4M 0.09%
275,097
+32,689
125
$13.4M 0.09%
191,407
+3,179