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
526
$397K ﹤0.01%
48,104
+1,520
527
$388K ﹤0.01%
6,041
+387
528
$386K ﹤0.01%
27,652
-2,814
529
$386K ﹤0.01%
5,978
+155
530
$385K ﹤0.01%
4,112
+218
531
$385K ﹤0.01%
6,631
+691
532
$383K ﹤0.01%
5,717
+356
533
$383K ﹤0.01%
31,393
+20,393
534
$379K ﹤0.01%
15,216
+478
535
$376K ﹤0.01%
38,043
-2,975
536
$376K ﹤0.01%
5,527
+368
537
$374K ﹤0.01%
22,687
+175
538
$373K ﹤0.01%
11,560
-235
539
$372K ﹤0.01%
21,358
+800
540
$371K ﹤0.01%
16,007
+2,208
541
$369K ﹤0.01%
2,594
+191
542
$369K ﹤0.01%
9,821
+1,826
543
$367K ﹤0.01%
29,250
-750
544
$367K ﹤0.01%
25,530
+1,500
545
$365K ﹤0.01%
15,873
-294
546
$363K ﹤0.01%
4,309
+150
547
$361K ﹤0.01%
5,258
-294
548
$360K ﹤0.01%
21,473
+690
549
$359K ﹤0.01%
+26,859
550
$356K ﹤0.01%
25,292
-99,353