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
126
$13.1M 0.08%
170,296
+4,662
127
$12.9M 0.08%
160,160
+5,973
128
$12.9M 0.08%
205,718
+460
129
$12.8M 0.08%
210,049
-3,285
130
$12.5M 0.08%
172,141
-1,182
131
$12.5M 0.08%
217,833
+6,046
132
$12.5M 0.08%
206,440
-13,772
133
$12.3M 0.08%
7,098
-183
134
$12M 0.08%
252,852
+15,859
135
$11.9M 0.08%
426,921
+16,809
136
$11.7M 0.07%
105,925
-2,299
137
$11.6M 0.07%
252,864
-2,205
138
$11.4M 0.07%
296,535
-309,882
139
$11.3M 0.07%
71,977
-4,511
140
$11.2M 0.07%
136,544
+1,325
141
$11.1M 0.07%
114,302
-1,154
142
$10.9M 0.07%
98,031
+1,909
143
$10.8M 0.07%
96,463
+179
144
$10.8M 0.07%
62,573
+9,492
145
$10.6M 0.07%
322,737
-3,957
146
$10.6M 0.07%
50,720
-882
147
$10.5M 0.07%
130,854
+6,702
148
$10.5M 0.07%
126,956
+819
149
$10.4M 0.07%
224,844
+6,727
150
$10.1M 0.06%
102,106
+38,138
4 5
6
7 8