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
2426
– –
-26
2427
– –
-150
2428
$0 ﹤0.01%
1
2429
$0 ﹤0.01%
+122
2430
– –
-1
2431
$0 ﹤0.01%
+9
2432
– –
-9
2433
– –
-1,000
2434
– –
-18,700
2435
– –
-42
2436
– –
-6,381
2437
– –
-2,189
2438
– –
-616
2439
– –
-600
2440
– –
-1,202
2441
– –
-123
2442
$0 ﹤0.01%
9
-7
2443
– –
-508
2444
$0 ﹤0.01%
7
-6
2445
– –
-50
2446
$0 ﹤0.01%
2
2447
– –
-23
2448
– –
-17
2449
– –
-15,347
2450
– –
-80
96 97
98
99 100