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
326
$1.17M 0.01%
28,359
+3,563
327
$1.17M 0.01%
48,512
+4,890
328
$1.15M 0.01%
19,892
+5,428
329
$1.15M 0.01%
34,353
+3,306
330
$1.15M 0.01%
80,695
-38,905
331
$1.14M 0.01%
7,667
+321
332
$1.14M 0.01%
10,432
+1,887
333
$1.14M 0.01%
42,305
+3,557
334
$1.13M 0.01%
11,601
+187
335
$1.13M 0.01%
11,433
+384
336
$1.12M 0.01%
37,476
-44
337
$1.12M 0.01%
59,062
+5,898
338
$1.09M 0.01%
8,481
+3,214
339
$1.09M 0.01%
44,940
+3,500
340
$1.08M 0.01%
29,336
-1,362
341
$1.06M 0.01%
89,962
+34,134
342
$1.06M 0.01%
10,152
+2,689
343
$1.06M 0.01%
32,869
-124
344
$1.06M 0.01%
8,578
+66
345
$1.05M 0.01%
76,282
+4,331
346
$1.05M 0.01%
12,211
+1,083
347
$1.05M 0.01%
17,801
+2,344
348
$1.04M 0.01%
27,673
-3,632
349
$1.02M 0.01%
3,544
+406
350
$1.02M 0.01%
67,854
-1,281