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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.48M 0.01%
41,866
-815
302
$3.47M 0.01%
48,451
+4,297
303
$3.43M 0.01%
46,728
+494
304
$3.43M 0.01%
33,091
-6,289
305
$3.42M 0.01%
331,023
+55,212
306
$3.42M 0.01%
119,521
+1,792
307
$3.38M 0.01%
37,963
-1,197
308
$3.36M 0.01%
246,490
-4,991
309
$3.33M 0.01%
63,561
+1,096
310
$3.27M 0.01%
87,335
-35,983
311
$3.22M 0.01%
8,592
+95
312
$3.2M 0.01%
21,910
+102
313
$3.19M 0.01%
21,479
-226
314
$3.17M 0.01%
101,634
-3,345
315
$3.15M 0.01%
35,976
+177
316
$3.14M 0.01%
52,200
-1,298
317
$3.09M 0.01%
123,043
-8,969
318
$3.08M 0.01%
278,037
-9,658
319
$3.04M 0.01%
53,476
+564
320
$3.03M 0.01%
14,454
+16
321
$2.99M 0.01%
50,787
+2,656
322
$2.97M 0.01%
78,264
+4,928
323
$2.95M 0.01%
55,337
-2,270
324
$2.95M 0.01%
21,070
+3,756
325
$2.93M 0.01%
29,473
-946
11 12
13
14 15