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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.64M 0.02%
22,427
+558
227
$3.62M 0.02%
38,803
-439
228
$3.6M 0.02%
43,575
+34,753
229
$3.59M 0.02%
12
230
$3.56M 0.02%
16,220
+1,227
231
$3.52M 0.02%
51,352
+417
232
$3.47M 0.02%
31,495
+499
233
$3.45M 0.02%
49,410
+174
234
$3.45M 0.02%
45,427
+2,130
235
$3.43M 0.02%
303,047
-6,853
236
$3.41M 0.02%
64,128
+12,491
237
$3.37M 0.02%
47,052
-621
238
$3.33M 0.02%
76,094
-49,890
239
$3.26M 0.02%
17,283
+1,334
240
$3.25M 0.02%
311,456
+2,192
241
$3.25M 0.02%
53,750
+678
242
$3.24M 0.02%
23,344
+808
243
$3.21M 0.02%
189,483
+46,311
244
$3.11M 0.02%
38,893
+3,387
245
$3.05M 0.02%
32,267
+760
246
$3.04M 0.02%
72,770
-4,372
247
$2.92M 0.02%
72,305
+51,843
248
$2.9M 0.02%
44,305
-1,706
249
$2.9M 0.02%
104,111
+5,646
250
$2.88M 0.02%
23,639
-8,525
8 9
10
11 12