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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$14.4M 0.03%
281,330
+1,620
227
$14.4M 0.03%
139,937
-2,325
228
$14.4M 0.03%
19,271
+8,959
229
$14.1M 0.03%
224,883
+21,387
230
$14M 0.03%
76,760
-9,175
231
$13.9M 0.03%
117,119
+5,697
232
$13.8M 0.03%
232,988
+4,182
233
$13.6M 0.02%
129,453
+6,796
234
$13.4M 0.02%
91,189
-7,898
235
$13.4M 0.02%
253,487
+21,372
236
$13.3M 0.02%
650,306
-67,775
237
$13.2M 0.02%
129,210
-1,176
238
$13M 0.02%
64,080
-7,716
239
$12.5M 0.02%
69,944
-20,223
240
$12.5M 0.02%
177,584
+13,320
241
$12.5M 0.02%
23,201
+1,297
242
$12.5M 0.02%
100,419
+20,446
243
$12.5M 0.02%
107,448
+5,914
244
$12.5M 0.02%
54,469
+6,085
245
$12.4M 0.02%
494,226
+370,769
246
$12.2M 0.02%
357,425
-3,628
247
$12.1M 0.02%
221,733
+4,931
248
$12M 0.02%
62,372
-520
249
$11.9M 0.02%
145,202
+61,341
250
$11.8M 0.02%
153,221
-546