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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7.07M 0.01%
36,139
+7,450
327
$7.02M 0.01%
79,316
+2,173
328
$7.02M 0.01%
341,996
-272,876
329
$6.95M 0.01%
344,449
+57,877
330
$6.92M 0.01%
104,593
+7,027
331
$6.91M 0.01%
94,947
+1,823
332
$6.9M 0.01%
161,887
-17,357
333
$6.79M 0.01%
111,504
+6,396
334
$6.79M 0.01%
45,451
+322
335
$6.77M 0.01%
152,305
+21,050
336
$6.75M 0.01%
18,747
+239
337
$6.69M 0.01%
155,014
+13,150
338
$6.67M 0.01%
44,657
-1,775
339
$6.59M 0.01%
496,172
-467,321
340
$6.57M 0.01%
75,439
-13,878
341
$6.47M 0.01%
101,375
-3,826
342
$6.4M 0.01%
95,615
+734
343
$6.38M 0.01%
2,687
+64
344
$6.36M 0.01%
251,249
-4,751
345
$6.33M 0.01%
23,989
+792
346
$6.31M 0.01%
86,474
+4,772
347
$6.26M 0.01%
67,196
+16,580
348
$6.23M 0.01%
459,252
+35,990
349
$6.18M 0.01%
38,204
-1,119
350
$6.15M 0.01%
21,533
+497