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
$15.7B
AUM Growth
+$1.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$179M
3
+$170M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.9M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$10.8M
4
WFC icon
Wells Fargo
WFC
+$8.43M
5
OMC icon
Omnicom Group
OMC
+$6.76M

Sector Composition

1 Financials 2.34%
2 Technology 2.25%
3 Healthcare 1.92%
4 Industrials 1.64%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.91M 0.03%
41,197
+1,257
202
$4.9M 0.03%
60,966
203
$4.84M 0.03%
46,353
+2,355
204
$4.76M 0.03%
259,797
+34,899
205
$4.68M 0.03%
55,679
+3,500
206
$4.65M 0.03%
24,781
+216
207
$4.46M 0.03%
35,481
+517
208
$4.26M 0.03%
56,254
+5,246
209
$4.2M 0.03%
74,994
-59,954
210
$4.2M 0.03%
55,783
+867
211
$4.12M 0.03%
35,273
-1,016
212
$4.08M 0.03%
32,164
+1,372
213
$4.06M 0.03%
54,621
-109
214
$4.04M 0.03%
99,739
+5,822
215
$4M 0.03%
23,989
+2,797
216
$3.95M 0.03%
38,322
+33,564
217
$3.9M 0.02%
39,242
+419
218
$3.87M 0.02%
21,869
+2,796
219
$3.8M 0.02%
40,247
+2,061
220
$3.77M 0.02%
64,376
+658
221
$3.76M 0.02%
50,327
+8,253
222
$3.75M 0.02%
50,935
-1,089
223
$3.74M 0.02%
30,996
-1,090
224
$3.71M 0.02%
45,723
+3,704
225
$3.6M 0.02%
47,673
+455
7 8
9
10 11