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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$845K 0.04%
8,556
+642
227
$836K 0.04%
35,916
-6,859
228
$830K 0.03%
36,155
+26,190
229
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17,111
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231
$802K 0.03%
13,261
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232
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233
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28,419
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234
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4
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236
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239
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243
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13,313
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245
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11,131
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246
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15,828
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247
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6,578
-4,715
248
$633K 0.03%
4,831
+1,421
249
$615K 0.03%
16,136
-372
250
$612K 0.03%
7,683
+113
8 9
10
11 12