Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
2,576
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
1
$2.52B 16.06%
9,378,041
+1,297,685
2
$1.25B 7.95%
15,294,119
+2,199,174
3
$1B 6.38%
3,753,798
+91,174
4
$973M 6.2%
57,127,330
+9,975,652
5
$940M 5.99%
20,950,271
+490,424
6
$908M 5.78%
23,906,390
+2,045,880
7
$728M 4.64%
15,864,398
+1,065,888
8
$363M 2.31%
4,722,397
+147,110
9
$337M 2.15%
4,262,509
+387,566
10
$319M 2.03%
3,840,321
+63,993
11
$196M 1.25%
1,257,255
+32,702
12
$192M 1.22%
1,579,079
+65,311
13
$179M 1.14%
1,612,598
+60,260
14
$171M 1.09%
3,934,647
+618,274
15
$139M 0.89%
1,377,723
+53,015
16
$135M 0.86%
1,913,359
+18,394
17
$129M 0.82%
1,183,189
+103,427
18
$106M 0.67%
2,502,484
+9,540
19
$105M 0.67%
1,438,060
+85,192
20
$102M 0.65%
2,086,686
+122,955
21
$99.1M 0.63%
938,569
+73,715
22
$98.9M 0.63%
930,169
+5,126
23
$94.6M 0.6%
636,342
-6,629
24
$90M 0.57%
1,705,848
+59,925
25
$88.9M 0.57%
574,300
+13,529
1
2 3 4 5