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
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1 +$308M
2 +$162M
3 +$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1 +$9.26M
2 +$5.58M
3 +$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3.17M 0.02%
30,963
-2,343
227
$3.14M 0.02%
21,192
+893
228
$3.14M 0.02%
91,245
+1,020
229
$3.07M 0.02%
287,127
+42,828
230
$3.07M 0.02%
75,447
+4,055
231
$3.06M 0.02%
51,083
+340
232
$3.03M 0.02%
196,693
-94,899
233
$3.02M 0.02%
11
234
$2.95M 0.02%
21,926
+4,489
235
$2.88M 0.02%
50,793
+625
236
$2.77M 0.02%
240,725
+23,269
237
$2.74M 0.02%
22,405
-1,830
238
$2.74M 0.02%
35,651
+676
239
$2.67M 0.02%
42,074
-5,440
240
$2.63M 0.02%
98,046
-2,211
241
$2.62M 0.02%
12,752
+1,042
242
$2.61M 0.02%
49,838
+4,263
243
$2.58M 0.02%
15,710
+348
244
$2.58M 0.02%
36,646
-358
245
$2.57M 0.02%
40,118
+4,355
246
$2.56M 0.02%
44,119
+1,765
247
$2.51M 0.02%
10,570
+1,404
248
$2.47M 0.02%
229,551
+226,821
249
$2.44M 0.02%
47,220
-1,074
250
$2.44M 0.02%
546,040
+48,920