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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.8M 0.91%
214,313
+95,107
27
$21.1M 0.88%
195,189
-60,984
28
$20.9M 0.87%
168,570
+18,130
29
$20.7M 0.87%
238,940
+25,136
30
$18.2M 0.76%
185,848
+792
31
$17.4M 0.73%
162,515
-127,608
32
$16.8M 0.7%
369,510
+26,004
33
$16.6M 0.69%
433,456
-4,380
34
$16.5M 0.69%
169,421
+40,174
35
$16.2M 0.68%
192,026
+12,156
36
$15.8M 0.66%
168,893
+24,934
37
$14.7M 0.62%
202,011
+40,315
38
$14.4M 0.6%
167,052
+11,239
39
$13.1M 0.55%
110,260
+633
40
$13.1M 0.55%
318,696
-138,807
41
$12.7M 0.53%
258,391
-230,033
42
$12.6M 0.53%
207,457
-55,571
43
$12.2M 0.51%
222,704
+20,652
44
$12.1M 0.51%
200,962
+13,560
45
$12M 0.5%
102,630
+8,346
46
$11.7M 0.49%
140,837
+19,878
47
$11.5M 0.48%
93,342
+5,628
48
$11.3M 0.47%
408,365
+11,884
49
$11.1M 0.47%
374,528
+9,670
50
$10.6M 0.44%
85,040
-1,079
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