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
301
$350K 0.01%
13,964
-420
302
$349K 0.01%
6,653
+4,245
303
$348K 0.01%
5,303
+804
304
$346K 0.01%
3,138
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305
$342K 0.01%
7,253
-282
306
$340K 0.01%
25,612
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307
$338K 0.01%
25,331
308
$337K 0.01%
9,726
-8,940
309
$336K 0.01%
2,256
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310
$334K 0.01%
5,051
-989
311
$327K 0.01%
3,602
-1,930
312
$326K 0.01%
5,752
-5,028
313
$326K 0.01%
22,537
+2,837
314
$324K 0.01%
23,968
-400
315
$324K 0.01%
25,543
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316
$323K 0.01%
4,888
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317
$323K 0.01%
4,049
+2,204
318
$320K 0.01%
27,476
+23,026
319
$317K 0.01%
9,359
+2,071
320
$317K 0.01%
51,572
+3,704
321
$313K 0.01%
10,303
-35
322
$312K 0.01%
9,051
-2,477
323
$309K 0.01%
7,160
+50
324
$308K 0.01%
5,791
+435
325
$304K 0.01%
1,991
+84
11 12
13
14 15