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
251
$612K 0.03%
12,075
+558
252
$612K 0.03%
6,153
-1,106
253
$610K 0.03%
48,800
254
$595K 0.02%
15,621
-769
255
$595K 0.02%
7,023
+131
256
$586K 0.02%
10,321
+353
257
$576K 0.02%
7,473
-216
258
$555K 0.02%
12,764
-2,500
259
$552K 0.02%
9,376
+7,311
260
$551K 0.02%
41,135
-3,175
261
$544K 0.02%
6,183
+1,510
262
$539K 0.02%
2,131
+7
263
$532K 0.02%
3,248
-1,294
264
$528K 0.02%
10,103
+429
265
$527K 0.02%
19,738
-142
266
$518K 0.02%
25,322
+424
267
$500K 0.02%
11,482
+1,626
268
$492K 0.02%
5,006
+142
269
$492K 0.02%
2,787
-1,611
270
$490K 0.02%
13,668
+284
271
$489K 0.02%
9,347
+698
272
$484K 0.02%
8,320
+1,332
273
$481K 0.02%
32,777
-6,205
274
$476K 0.02%
19,696
-4,896
275
$471K 0.02%
6,109
+622
9 10
11
12 13