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
151
$11.1M 0.06%
150,953
+5,710
152
$11.1M 0.06%
226,936
+718
153
$11.1M 0.06%
222,932
+9,019
154
$11M 0.06%
134,917
+1,692
155
$11M 0.06%
109,424
+5,216
156
$11M 0.06%
250,072
-2,079
157
$10.9M 0.06%
138,365
+2,808
158
$10.9M 0.06%
450,070
+410
159
$10.9M 0.06%
162,857
+104,163
160
$10.9M 0.06%
183,504
-92,999
161
$10.7M 0.06%
375,594
+28,161
162
$10.7M 0.06%
100,568
-9,075
163
$10.6M 0.06%
447,820
+44,733
164
$10.5M 0.06%
315,294
+314,946
165
$10.4M 0.06%
74,566
+1,977
166
$10.1M 0.06%
219,126
+14,425
167
$9.68M 0.05%
172,378
-753,859
168
$9.65M 0.05%
122,698
-11,463
169
$9.62M 0.05%
341,110
+25,093
170
$9.47M 0.05%
106,982
-363
171
$9.46M 0.05%
50,720
+2,681
172
$9.04M 0.05%
44,259
+1,987
173
$8.93M 0.05%
273,015
+14,074
174
$8.87M 0.05%
30,566
-219
175
$8.7M 0.05%
113,968
+4,202
5 6
7
8 9