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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$1.25M ﹤0.01%
26,374
+2,861
702
$1.25M ﹤0.01%
27,983
-595
703
$1.24M ﹤0.01%
23,845
+1,939
704
$1.24M ﹤0.01%
10,238
+1,835
705
$1.24M ﹤0.01%
7,966
+339
706
$1.24M ﹤0.01%
41,587
+7,548
707
$1.22M ﹤0.01%
1,020
+55
708
$1.21M ﹤0.01%
3,710
+23
709
$1.21M ﹤0.01%
15,436
+356
710
$1.2M ﹤0.01%
19,719
+2,031
711
$1.19M ﹤0.01%
17,640
+2,232
712
$1.19M ﹤0.01%
27,940
-925
713
$1.18M ﹤0.01%
3,042
+62
714
$1.17M ﹤0.01%
70,850
-12,780
715
$1.17M ﹤0.01%
19,569
+1,318
716
$1.17M ﹤0.01%
108,227
-22,678
717
$1.17M ﹤0.01%
4,684
+522
718
$1.16M ﹤0.01%
7,641
+9
719
$1.16M ﹤0.01%
85,977
+2,260
720
$1.16M ﹤0.01%
54,032
+5,728
721
$1.16M ﹤0.01%
24,064
+504
722
$1.14M ﹤0.01%
34,804
+888
723
$1.13M ﹤0.01%
31,509
+3,358
724
$1.12M ﹤0.01%
11,321
-263
725
$1.12M ﹤0.01%
77,861
-139,664