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
1951
$7K ﹤0.01%
70
+3
1952
$7K ﹤0.01%
57
1953
$7K ﹤0.01%
+55
1954
$7K ﹤0.01%
4,152
-50
1955
$7K ﹤0.01%
152
-297
1956
$7K ﹤0.01%
748
-749
1957
$7K ﹤0.01%
725
1958
$7K ﹤0.01%
326
+19
1959
$7K ﹤0.01%
+2,005
1960
$7K ﹤0.01%
1,637
+294
1961
$6K ﹤0.01%
112
1962
$6K ﹤0.01%
51
+43
1963
$6K ﹤0.01%
58
+19
1964
$6K ﹤0.01%
58
+17
1965
$6K ﹤0.01%
155
+45
1966
$6K ﹤0.01%
+692
1967
$6K ﹤0.01%
998
+307
1968
$6K ﹤0.01%
+140
1969
$6K ﹤0.01%
37
1970
$6K ﹤0.01%
97
-95
1971
$6K ﹤0.01%
607
+29
1972
$6K ﹤0.01%
+130
1973
$6K ﹤0.01%
221
-228
1974
$6K ﹤0.01%
+200
1975
$6K ﹤0.01%
70
-80
77 78
79
80 81