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
176
$8.48M 0.05%
61,270
+26,329
177
$8.48M 0.05%
265,952
+20,777
178
$8.28M 0.05%
61,051
+4,775
179
$8.24M 0.05%
199,386
+4,791
180
$8.1M 0.05%
84,761
-125,183
181
$8.09M 0.05%
132,592
+2,843
182
$8.06M 0.05%
68,411
+2,723
183
$7.8M 0.04%
134,261
+45,253
184
$7.59M 0.04%
135,255
+3,755
185
$7.56M 0.04%
52,477
+1,582
186
$7.31M 0.04%
54,712
+303
187
$7.3M 0.04%
73,387
+2,172
188
$7.19M 0.04%
54,064
+1,842
189
$7.02M 0.04%
163,829
-301,225
190
$7.01M 0.04%
39,875
+636
191
$6.89M 0.04%
136,698
+9,377
192
$6.87M 0.04%
151,006
+132,944
193
$6.83M 0.04%
123,418
+2,323
194
$6.79M 0.04%
94,809
+8,073
195
$6.65M 0.04%
95,572
-3,575
196
$6.64M 0.04%
49,109
-919
197
$6.43M 0.04%
+184,569
198
$6.38M 0.04%
144,675
-119,525
199
$6.32M 0.04%
78,447
-4,053
200
$6.3M 0.04%
73,846
-3,347
6 7
8
9 10