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
2301
– –
-1,000
2302
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-266
2303
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-125
2304
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-38
2305
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-64
2306
$0 ﹤0.01%
+3
2307
– –
-5,400
2308
$0 ﹤0.01%
25
2309
$0 ﹤0.01%
56
+25
2310
$0 ﹤0.01%
+17
2311
– –
-1,500
2312
– –
-4
2313
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-67
2314
$0 ﹤0.01%
27
-50
2315
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-18
2316
– –
-906
2317
$0 ﹤0.01%
+1
2318
– –
-617
2319
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-97
2320
– –
-4
2321
– –
-48
2322
– –
-598
2323
$0 ﹤0.01%
20
+15
2324
– –
-682
2325
– –
-7,760
91 92
93
94 95