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
$12.5B
AUM Growth
+$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$208M
3
+$165M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$81.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$70.1M

Top Sells

1
+$143M
2
+$15.7M
3
+$7.73M
4
ESRX
Express Scripts Holding Company
ESRX
+$5.47M
5
RYN icon
Rayonier
RYN
+$4.58M

Sector Composition

1 Financials 2.4%
2 Healthcare 2.22%
3 Technology 2.2%
4 Industrials 1.77%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$1K ﹤0.01%
28
1977
– –
0
1978
$1K ﹤0.01%
+18
1979
$1K ﹤0.01%
125
1980
$1K ﹤0.01%
200
1981
$1K ﹤0.01%
24
1982
$1K ﹤0.01%
400
1983
$1K ﹤0.01%
209
1984
$1K ﹤0.01%
200
1985
$1K ﹤0.01%
133
+2
1986
$1K ﹤0.01%
250
1987
$1K ﹤0.01%
80
-710
1988
$1K ﹤0.01%
93
1989
$1K ﹤0.01%
+42
1990
$1K ﹤0.01%
+478
1991
$1K ﹤0.01%
69
1992
$1K ﹤0.01%
37
1993
$1K ﹤0.01%
+79
1994
– –
-45
1995
– –
-1
1996
– –
-300
1997
– –
-470
1998
$0 ﹤0.01%
5
1999
– –
-2,550
2000
– –
-15
78 79
80
81 82