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
1976
$6K ﹤0.01%
+1,800
1977
$6K ﹤0.01%
240
+4
1978
$6K ﹤0.01%
+845
1979
$6K ﹤0.01%
251
+241
1980
$6K ﹤0.01%
190
1981
$6K ﹤0.01%
+100
1982
$6K ﹤0.01%
65
1983
$6K ﹤0.01%
500
1984
$6K ﹤0.01%
+66
1985
$6K ﹤0.01%
+181
1986
$6K ﹤0.01%
+71
1987
$6K ﹤0.01%
+1,380
1988
$6K ﹤0.01%
162
1989
$6K ﹤0.01%
+58
1990
$6K ﹤0.01%
+375
1991
$6K ﹤0.01%
65
1992
$6K ﹤0.01%
+164
1993
$6K ﹤0.01%
+500
1994
$6K ﹤0.01%
210
+15
1995
$6K ﹤0.01%
472
-5,460
1996
$6K ﹤0.01%
683
-576
1997
$6K ﹤0.01%
1,213
-700
1998
$5K ﹤0.01%
+198
1999
$5K ﹤0.01%
136
-613
2000
$5K ﹤0.01%
500
-14
78 79
80
81 82