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
376
$858K 0.01%
19,540
-28,312
377
$857K 0.01%
8,717
+373
378
$857K 0.01%
42,709
+27,847
379
$855K 0.01%
11,295
+484
380
$852K 0.01%
24,725
+23,918
381
$851K 0.01%
8,250
+3,069
382
$846K 0.01%
5,592
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383
$845K 0.01%
7,062
-208
384
$843K 0.01%
5,766
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385
$843K 0.01%
60,851
-56,512
386
$842K 0.01%
34,418
387
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23,028
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388
$835K 0.01%
22,007
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389
$830K 0.01%
15,744
+5,792
390
$829K 0.01%
13,275
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$811K 0.01%
16,085
-8,028
392
$806K 0.01%
17,034
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393
$797K 0.01%
7,333
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394
$796K 0.01%
25,793
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395
$793K 0.01%
11,113
+1,204
396
$792K 0.01%
19,314
-2,364
397
$783K 0.01%
1,751
+69
398
$782K 0.01%
11,935
+224
399
$777K 0.01%
15,366
+1,226
400
$773K 0.01%
11,837
+381