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
276
$1.79M 0.01%
29,620
+212
277
$1.78M 0.01%
12,459
-126
278
$1.74M 0.01%
111,271
+26,996
279
$1.74M 0.01%
9,180
+778
280
$1.73M 0.01%
30,022
-5,098
281
$1.69M 0.01%
9,994
-295
282
$1.65M 0.01%
77,105
+7,525
283
$1.63M 0.01%
47,928
+1,923
284
$1.63M 0.01%
22,906
+1,413
285
$1.61M 0.01%
42,872
+6,048
286
$1.61M 0.01%
20,610
+1,765
287
$1.61M 0.01%
65,038
+30,166
288
$1.61M 0.01%
34,256
+1,506
289
$1.58M 0.01%
69,615
-480
290
$1.58M 0.01%
15,534
+6,887
291
$1.57M 0.01%
24,123
+2,589
292
$1.57M 0.01%
11,458
+221
293
$1.53M 0.01%
10,764
+1,151
294
$1.51M 0.01%
23,711
+9,679
295
$1.51M 0.01%
17,051
+644
296
$1.51M 0.01%
25,618
+2,552
297
$1.49M 0.01%
127,541
+7,512
298
$1.47M 0.01%
5,940
-1,244
299
$1.44M 0.01%
25,606
-602
300
$1.43M 0.01%
9,291
+1,686