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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.86M 0.01%
84,580
+7,945
302
$1.86M 0.01%
123,367
-22,033
303
$1.85M 0.01%
11,527
-1,512
304
$1.84M 0.01%
17,438
+618
305
$1.83M 0.01%
6,298
-106
306
$1.83M 0.01%
29,317
-2,585
307
$1.8M 0.01%
104,416
+16,720
308
$1.79M 0.01%
13,011
+6,978
309
$1.77M 0.01%
50,146
+3,073
310
$1.76M 0.01%
10,899
+863
311
$1.76M 0.01%
20,931
+1,482
312
$1.75M 0.01%
25,228
-491
313
$1.75M 0.01%
7,820
-78
314
$1.74M 0.01%
43,382
-56,357
315
$1.74M 0.01%
43,990
+22,252
316
$1.66M 0.01%
94,237
+22,476
317
$1.65M 0.01%
16,501
+2,364
318
$1.64M 0.01%
13,245
-381
319
$1.64M 0.01%
17,506
-554
320
$1.64M 0.01%
47,440
+720
321
$1.63M 0.01%
22,646
+3,081
322
$1.6M 0.01%
27,136
+2,820
323
$1.59M 0.01%
21,707
+31
324
$1.56M 0.01%
52,154
-20,335
325
$1.56M 0.01%
44,476
-3,336
11 12
13
14 15