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
251
$2.42M 0.02%
21,787
-1,547
252
$2.41M 0.02%
31,099
+6,240
253
$2.37M 0.02%
149,775
+3,719
254
$2.35M 0.02%
30,614
-1,783
255
$2.32M 0.02%
121,021
-1,756
256
$2.3M 0.02%
21,029
-2,886
257
$2.23M 0.02%
75,103
+18,982
258
$2.22M 0.02%
85,121
-1,564
259
$2.21M 0.02%
39,750
+90
260
$2.21M 0.02%
96,831
+10,266
261
$2.2M 0.02%
28,556
+4,365
262
$2.16M 0.02%
62,282
+983
263
$2.09M 0.02%
23,101
+1,472
264
$2.08M 0.01%
129,188
+9,929
265
$2.04M 0.01%
59,312
-1,884
266
$2.04M 0.01%
48,650
+6,522
267
$2.02M 0.01%
24,880
-837
268
$2.01M 0.01%
14,769
+1,571
269
$1.99M 0.01%
10,448
+146
270
$1.96M 0.01%
48,760
+3,138
271
$1.91M 0.01%
52,212
+356
272
$1.9M 0.01%
17,046
+1,479
273
$1.89M 0.01%
25,628
+4,409
274
$1.85M 0.01%
30,576
+2,142
275
$1.82M 0.01%
133,916
-54,246
9 10
11
12 13