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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$542K ﹤0.01%
6,707
-1,859
502
$540K ﹤0.01%
6,406
+57
503
$538K ﹤0.01%
16,922
+7,640
504
$537K ﹤0.01%
3,858
+75
505
$536K ﹤0.01%
9,857
-263
506
$530K ﹤0.01%
7,789
-6,573
507
$529K ﹤0.01%
10,897
-5,213
508
$528K ﹤0.01%
5,947
-297
509
$522K ﹤0.01%
16,900
+3,538
510
$522K ﹤0.01%
6,233
-73
511
$518K ﹤0.01%
3,502
-127
512
$517K ﹤0.01%
16,132
+6,976
513
$515K ﹤0.01%
4,182
-82
514
$511K ﹤0.01%
41,692
+400
515
$511K ﹤0.01%
+10,804
516
$508K ﹤0.01%
16,782
-204
517
$507K ﹤0.01%
5,460
+167
518
$499K ﹤0.01%
22,761
-834
519
$499K ﹤0.01%
8,185
+1,164
520
$496K ﹤0.01%
8,475
-600
521
$496K ﹤0.01%
40,388
+1,938
522
$488K ﹤0.01%
17,118
+1,161
523
$488K ﹤0.01%
9,996
-111
524
$488K ﹤0.01%
11,759
-607
525
$487K ﹤0.01%
7,767
+144
19 20
21
22 23