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
1801
$9K ﹤0.01%
3,000
+2,750
1802
$9K ﹤0.01%
+2,306
1803
$9K ﹤0.01%
+60
1804
$9K ﹤0.01%
426
-13
1805
$8K ﹤0.01%
561
+160
1806
$8K ﹤0.01%
3,150
1807
$8K ﹤0.01%
179
+38
1808
$8K ﹤0.01%
312
1809
$8K ﹤0.01%
+73
1810
$8K ﹤0.01%
350
1811
$8K ﹤0.01%
187
1812
$8K ﹤0.01%
135
1813
$8K ﹤0.01%
150
-195
1814
$8K ﹤0.01%
+324
1815
$8K ﹤0.01%
+500
1816
$8K ﹤0.01%
130
-1,900
1817
$8K ﹤0.01%
138
1818
$8K ﹤0.01%
165
+95
1819
$8K ﹤0.01%
+255
1820
$8K ﹤0.01%
174
-1,151
1821
$8K ﹤0.01%
+54
1822
$8K ﹤0.01%
84
1823
$8K ﹤0.01%
144
1824
$8K ﹤0.01%
201
1825
$8K ﹤0.01%
44
+28
71 72
73
74 75