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
251
$11.8M 0.02%
242,104
-28,681
252
$11.6M 0.02%
273,786
+253,753
253
$11.6M 0.02%
250,062
+25,606
254
$11.4M 0.02%
86,066
+5,379
255
$11.4M 0.02%
53,525
+1,575
256
$11.3M 0.02%
31,255
+29,473
257
$11M 0.02%
106,710
+11,080
258
$11M 0.02%
56,021
+1,429
259
$10.8M 0.02%
276,615
-5,035
260
$10.8M 0.02%
183,584
+8,796
261
$10.8M 0.02%
+177,302
262
$10.7M 0.02%
150,958
+11,704
263
$10.6M 0.02%
188,930
+8,837
264
$10.5M 0.02%
102,803
+2,310
265
$10.5M 0.02%
241,180
+2,066
266
$10.3M 0.02%
54,970
+1,529
267
$10.3M 0.02%
310,138
+7,999
268
$10.1M 0.02%
92,864
+21,775
269
$10.1M 0.02%
42,214
+949
270
$9.9M 0.02%
207,201
-3,583
271
$9.89M 0.02%
166,292
+42,034
272
$9.81M 0.02%
85,158
+2,686
273
$9.76M 0.02%
146,008
+19,163
274
$9.72M 0.02%
191,678
+60,781
275
$9.63M 0.02%
146,911
+22,599