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
301
$1.42M 0.01%
23,726
+1,590
302
$1.4M 0.01%
83,276
+6,628
303
$1.4M 0.01%
8,828
+3
304
$1.39M 0.01%
28,857
+2,328
305
$1.36M 0.01%
7,623
+656
306
$1.35M 0.01%
148,689
-21,075
307
$1.34M 0.01%
39,698
-1,437
308
$1.33M 0.01%
22,458
+1,028
309
$1.32M 0.01%
110,845
-2,499
310
$1.3M 0.01%
46,822
+4,750
311
$1.3M 0.01%
15,533
+1,288
312
$1.28M 0.01%
9,475
-37
313
$1.26M 0.01%
24,488
-226
314
$1.25M 0.01%
13,113
+123
315
$1.25M 0.01%
16,387
-94
316
$1.22M 0.01%
8,763
+294
317
$1.22M 0.01%
21,730
-1,222
318
$1.22M 0.01%
9,304
+449
319
$1.21M 0.01%
94,316
-70
320
$1.21M 0.01%
71,931
+21,975
321
$1.19M 0.01%
18,426
+538
322
$1.19M 0.01%
62,806
-4,049
323
$1.19M 0.01%
13,079
-10,812
324
$1.18M 0.01%
13,920
+214
325
$1.18M 0.01%
12,845
-363
11 12
13
14 15