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
2276
$1K ﹤0.01%
29
-16
2277
$1K ﹤0.01%
170
-1,900
2278
$1K ﹤0.01%
99
2279
$1K ﹤0.01%
+600
2280
$1K ﹤0.01%
33
-2,155
2281
$1K ﹤0.01%
15
-36
2282
$1K ﹤0.01%
+36
2283
$1K ﹤0.01%
+25
2284
$1K ﹤0.01%
34
-26
2285
$1K ﹤0.01%
80
2286
$1K ﹤0.01%
93
2287
$1K ﹤0.01%
242
2288
$1K ﹤0.01%
29
-12
2289
$1K ﹤0.01%
+33
2290
$1K ﹤0.01%
56
2291
– –
-601
2292
– –
-5
2293
$0 ﹤0.01%
25
2294
– –
-3,400
2295
$0 ﹤0.01%
242
2296
– –
-3
2297
– –
-174
2298
– –
-1,471
2299
– –
-12
2300
$0 ﹤0.01%
+46
90 91
92
93 94