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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.44%
272,304
+11,828
52
$10.3M 0.43%
90,560
+4,603
53
$10M 0.42%
206,719
+55,394
54
$9.77M 0.41%
116,988
+35,049
55
$9.68M 0.4%
235,328
-45,434
56
$9.63M 0.4%
235,433
+13,144
57
$9.54M 0.4%
313,083
+97,147
58
$9.18M 0.38%
73,433
-88
59
$8.99M 0.38%
348,126
+14,196
60
$8.97M 0.38%
487,641
+18,120
61
$8.73M 0.37%
187,654
+44,431
62
$8.68M 0.36%
211,818
-1,984
63
$8.54M 0.36%
75,588
+6,995
64
$8.49M 0.36%
115,449
+5,338
65
$8.41M 0.35%
85,777
+1,004
66
$8.31M 0.35%
71,446
+458
67
$8.19M 0.34%
328,296
+11,520
68
$7.91M 0.33%
211,277
-2,528
69
$7.89M 0.33%
105,101
+7,632
70
$7.89M 0.33%
97,911
+2,402
71
$7.53M 0.31%
91,775
+4,517
72
$7.04M 0.29%
180,788
+7,664
73
$7.01M 0.29%
140,868
+879
74
$6.99M 0.29%
311,748
+21,419
75
$6.85M 0.29%
82,243
-9,489
1 2
3
4 5