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
26
$82.4M 0.59%
560,771
+11,986
27
$80M 0.57%
1,289,538
+41,207
28
$79.8M 0.57%
2,225,504
+106,504
29
$76.9M 0.55%
820,791
+9,465
30
$76.1M 0.54%
573,083
-6,431
31
$74.3M 0.53%
594,166
+783
32
$63.2M 0.45%
533,377
+8,340
33
$59.6M 0.43%
1,225,528
+56,051
34
$59.3M 0.42%
1,086,725
+25,916
35
$58.8M 0.42%
321,012
+43,938
36
$57.5M 0.41%
442,551
+22,750
37
$57.3M 0.41%
1,132,576
+65,912
38
$57.1M 0.41%
601,988
-1,455
39
$49.6M 0.36%
430,110
+15,395
40
$49.1M 0.35%
379,288
+11,620
41
$47.2M 0.34%
982,320
+107,680
42
$47.1M 0.34%
632,938
+22,546
43
$47.1M 0.34%
1,518,356
+63,243
44
$45.7M 0.33%
938,560
+53,280
45
$45.3M 0.32%
706,470
+48,019
46
$42.6M 0.31%
730,811
+41,175
47
$41.7M 0.3%
436,887
+8,395
48
$39.7M 0.28%
376,116
+28,378
49
$39.1M 0.28%
429,458
+19,925
50
$39M 0.28%
622,609
+48,200