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
126
$13.9M 0.08%
308,159
+11,227
127
$13.8M 0.08%
60,766
+2,253
128
$13.8M 0.08%
319,981
+31,307
129
$13.6M 0.08%
347,160
+20,180
130
$13.3M 0.07%
136,187
+97,384
131
$12.9M 0.07%
259,076
+45,758
132
$12.8M 0.07%
247,961
-6,129
133
$12.7M 0.07%
137,538
+4,186
134
$12.7M 0.07%
246,403
-32,471
135
$12.5M 0.07%
142,869
+3,849
136
$12.5M 0.07%
6,147
-90
137
$12.4M 0.07%
466,367
+20,250
138
$12.2M 0.07%
52,120
+209
139
$12.1M 0.07%
110,689
+37,104
140
$12M 0.07%
63,530
+2,685
141
$11.9M 0.07%
102,803
+1,213
142
$11.8M 0.07%
212,937
-495
143
$11.7M 0.07%
167,349
-6,720
144
$11.6M 0.07%
251,904
-38,158
145
$11.5M 0.06%
1,126,395
+17,455
146
$11.5M 0.06%
201,418
+19,566
147
$11.5M 0.06%
120,391
+4,596
148
$11.4M 0.06%
177,194
-34,002
149
$11.4M 0.06%
174,510
-14,810
150
$11.2M 0.06%
53,864
+44,334
4 5
6
7 8