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
276
$470K 0.02%
9,469
+911
277
$467K 0.02%
8,364
-1,139
278
$465K 0.02%
6,906
+624
279
$453K 0.02%
4,799
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280
$450K 0.02%
6,483
281
$434K 0.02%
14,064
+2,274
282
$428K 0.02%
20,577
+3,490
283
$425K 0.02%
13,106
+1,110
284
$420K 0.02%
4,829
+103
285
$418K 0.02%
3,943
-1,526
286
$417K 0.02%
6,371
-159
287
$407K 0.02%
5,424
+2,289
288
$405K 0.02%
11,405
+1,766
289
$405K 0.02%
14,139
+36
290
$402K 0.02%
7,228
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291
$398K 0.02%
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292
$391K 0.02%
4,772
-290
293
$389K 0.02%
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-195
294
$386K 0.02%
12,488
+1,265
295
$375K 0.02%
10,356
+3,171
296
$370K 0.02%
1,755
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297
$369K 0.02%
4,727
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298
$367K 0.02%
5,509
+948
299
$358K 0.02%
7,067
+1,223
300
$353K 0.01%
2,834
-308
10 11
12
13 14