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
651
$291K ﹤0.01%
7,744
-664
652
$289K ﹤0.01%
+15,285
653
$287K ﹤0.01%
13,350
+236
654
$285K ﹤0.01%
16,728
-12,745
655
$285K ﹤0.01%
22,630
-23,120
656
$285K ﹤0.01%
2,593
+159
657
$282K ﹤0.01%
19,667
-3,727
658
$282K ﹤0.01%
10,771
+1,378
659
$280K ﹤0.01%
7,162
+685
660
$279K ﹤0.01%
48,431
+24,778
661
$276K ﹤0.01%
8,228
-6,155
662
$275K ﹤0.01%
2,299
+1,168
663
$273K ﹤0.01%
13,286
+4,316
664
$272K ﹤0.01%
8,749
+7,459
665
$269K ﹤0.01%
4,491
+1,063
666
$269K ﹤0.01%
8,645
-920
667
$268K ﹤0.01%
2,868
+473
668
$268K ﹤0.01%
12,255
+5,649
669
$268K ﹤0.01%
2,228
-118
670
$268K ﹤0.01%
13,753
-194
671
$267K ﹤0.01%
16,315
+483
672
$267K ﹤0.01%
9,273
-1,397
673
$266K ﹤0.01%
5,125
+4,304
674
$266K ﹤0.01%
21,941
+1,045
675
$265K ﹤0.01%
5,000
25 26
27
28 29