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
$24.9B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,862
New
Increased
Reduced
Closed

Top Buys

1 +$344M
2 +$168M
3 +$134M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$97.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$96.7M

Top Sells

1 +$13.3M
2 +$11.8M
3 +$11.4M
4
EMR icon
Emerson Electric
EMR
+$11.3M
5
CHDN icon
Churchill Downs
CHDN
+$7.76M

Sector Composition

1 Technology 2.17%
2 Financials 1.75%
3 Healthcare 1.44%
4 Consumer Discretionary 1.36%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5.22M 0.02%
84,846
+33,822
252
$5.22M 0.02%
18,495
-2,101
253
$5.14M 0.02%
87,632
-9,497
254
$5.04M 0.02%
96,244
-2,401
255
$5.04M 0.02%
48,838
+1,400
256
$5.02M 0.02%
78,101
+10,306
257
$4.99M 0.02%
275,270
+29,109
258
$4.8M 0.02%
101,792
+2,042
259
$4.77M 0.02%
39,619
-4,769
260
$4.75M 0.02%
123,318
-17,405
261
$4.75M 0.02%
87,038
+2,120
262
$4.7M 0.02%
71,568
+6,634
263
$4.69M 0.02%
58,145
+26,238
264
$4.51M 0.02%
39,380
+5,602
265
$4.45M 0.02%
57,451
+1,042
266
$4.43M 0.02%
25,865
-300
267
$4.31M 0.02%
140,205
+8,168
268
$4.28M 0.02%
71,830
-8,332
269
$4.16M 0.02%
31,201
+63
270
$4.14M 0.02%
299,994
+124,021
271
$4.08M 0.02%
111,845
+13,295
272
$4.08M 0.02%
40,377
-39,814
273
$4.06M 0.02%
326,539
+12,880
274
$4.05M 0.02%
229,065
+39,171
275
$4.05M 0.02%
134,160
+132,461