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
201
$4.17M 0.03%
60,942
202
$4.14M 0.03%
60,717
+12,842
203
$4.1M 0.03%
34,510
+2,203
204
$4.1M 0.03%
96,662
-5,766
205
$4.09M 0.03%
254,889
+58,857
206
$4.08M 0.03%
31,569
+81
207
$4.05M 0.03%
48,513
+406
208
$4.01M 0.03%
132,887
+31,479
209
$4.01M 0.03%
25,137
+22,939
210
$3.87M 0.03%
30,957
-2,053
211
$3.82M 0.03%
30,009
+933
212
$3.71M 0.03%
23,007
+1,990
213
$3.64M 0.03%
48,688
-2,259
214
$3.62M 0.03%
92,925
+9,335
215
$3.57M 0.03%
93,615
-4,778
216
$3.5M 0.03%
57,891
+1,887
217
$3.48M 0.03%
51,978
+5,214
218
$3.46M 0.03%
14,219
-1,261
219
$3.4M 0.03%
45,797
+814
220
$3.34M 0.03%
33,306
-865
221
$3.2M 0.03%
26,296
+109
222
$3.16M 0.03%
41,290
+1,938
223
$3.13M 0.03%
37,147
-444
224
$3.08M 0.02%
71,392
-377
225
$3.07M 0.02%
24,235
+1,217
7 8
9
10 11