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
401
$760K 0.01%
54,200
+8,581
402
$759K 0.01%
11,689
-450
403
$758K 0.01%
9,395
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404
$753K 0.01%
51,229
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$751K 0.01%
21,526
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406
$748K 0.01%
27,952
-1,514
407
$735K 0.01%
6,821
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$734K 0.01%
9,512
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409
$729K 0.01%
21,524
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16,196
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411
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50,369
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63,240
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$720K 0.01%
5,168
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414
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5,993
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415
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18,148
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15,705
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$689K ﹤0.01%
53,975
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420
$687K ﹤0.01%
15,056
+135
421
$684K ﹤0.01%
7,444
-153
422
$682K ﹤0.01%
12,468
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423
$681K ﹤0.01%
23,354
+11,913
424
$680K ﹤0.01%
15,528
+411
425
$678K ﹤0.01%
5,961
+54