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
201
$6.25M 0.04%
73,517
-20,166
202
$6.02M 0.03%
82,107
+18,622
203
$5.98M 0.03%
74,061
+1,993
204
$5.9M 0.03%
83,290
-6,581
205
$5.45M 0.03%
169,983
-5,463
206
$5.43M 0.03%
313,840
+303,640
207
$5.41M 0.03%
137,227
+5,139
208
$5.27M 0.03%
889,760
+155,720
209
$5.22M 0.03%
34,588
+93
210
$5.21M 0.03%
62,453
+18,878
211
$5.07M 0.03%
238,593
+3,738
212
$4.99M 0.03%
63,114
+1,167
213
$4.97M 0.03%
20,379
+10,793
214
$4.9M 0.03%
93,438
-19,923
215
$4.79M 0.03%
188,469
+86,339
216
$4.78M 0.03%
45,875
-575
217
$4.73M 0.03%
94,496
-294,912
218
$4.66M 0.03%
24,142
+124
219
$4.65M 0.03%
35,267
+86
220
$4.59M 0.03%
21,440
+886
221
$4.59M 0.03%
43,219
+2,039
222
$4.57M 0.03%
49,241
+4,641
223
$4.38M 0.02%
25,419
+8,800
224
$4.33M 0.02%
74,686
+6,453
225
$4.27M 0.02%
63,086
+2,842
7 8
9
10 11