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
1701
$12K ﹤0.01%
274
-323
1702
$12K ﹤0.01%
+1,000
1703
$12K ﹤0.01%
+2,950
1704
$12K ﹤0.01%
1,000
1705
$12K ﹤0.01%
+10,000
1706
$12K ﹤0.01%
259
1707
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254
+46
1708
$12K ﹤0.01%
674
1709
$12K ﹤0.01%
1,000
-1,800
1710
$12K ﹤0.01%
+191
1711
$11K ﹤0.01%
+400
1712
$11K ﹤0.01%
+200
1713
$11K ﹤0.01%
190
-1,625
1714
$11K ﹤0.01%
178
+51
1715
$11K ﹤0.01%
202
-10
1716
$11K ﹤0.01%
+221
1717
$11K ﹤0.01%
+325
1718
$11K ﹤0.01%
262
1719
$11K ﹤0.01%
736
+144
1720
$11K ﹤0.01%
318
-3,214
1721
$11K ﹤0.01%
675
+355
1722
$11K ﹤0.01%
167
1723
$11K ﹤0.01%
700
-1,000
1724
$11K ﹤0.01%
200
1725
$11K ﹤0.01%
150