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
101
$17M 0.1%
57,359
+33,848
102
$16.9M 0.09%
154,320
+88,164
103
$16.7M 0.09%
293,699
+110
104
$16.6M 0.09%
198,625
-1,549
105
$16.5M 0.09%
32,968
+1,233
106
$16.4M 0.09%
237,188
+9,830
107
$16.2M 0.09%
205,391
+21,352
108
$16.1M 0.09%
469,474
+197,255
109
$16.1M 0.09%
170,036
-400
110
$16M 0.09%
486,560
+22,317
111
$15.8M 0.09%
652,324
+53,713
112
$15.5M 0.09%
845,220
+133,566
113
$15.3M 0.09%
241,508
+22,990
114
$15.3M 0.09%
298,557
+4,651
115
$15.2M 0.08%
137,515
+2,816
116
$14.7M 0.08%
79,340
+6,211
117
$14.7M 0.08%
272,680
+3,218
118
$14.7M 0.08%
276,325
+29,254
119
$14.6M 0.08%
213,612
+1,586
120
$14.6M 0.08%
183,019
+397
121
$14.5M 0.08%
169,949
+4,118
122
$14.4M 0.08%
105,830
+4,191
123
$14.4M 0.08%
88,794
-1,218
124
$14.4M 0.08%
175,868
+3,682
125
$14.1M 0.08%
208,824
+9,775
3 4
5
6 7