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
2001
– –
-889
2002
– –
-455
2003
– –
-4,236
2004
– –
-390
2005
– –
-2,351
2006
– –
-5,027
2007
– –
-1,019
2008
$0 ﹤0.01%
25
2009
– –
-286
2010
– –
-250
2011
– –
-100
2012
– –
-100
2013
– –
-593
2014
– –
-720
2015
– –
-1,000
2016
– –
0
2017
– –
-14
2018
– –
0
2019
– –
-520
2020
$0 ﹤0.01%
242
2021
– –
-100
2022
– –
0
2023
– –
-2,625
2024
– –
-750
2025
$0 ﹤0.01%
+12
79 80
81
82 83