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
726
$175K ﹤0.01%
3,653
+1,570
727
$175K ﹤0.01%
+5,075
728
$174K ﹤0.01%
9,920
-1,120
729
$174K ﹤0.01%
972
+198
730
$174K ﹤0.01%
3,505
-1,863
731
$173K ﹤0.01%
3,688
+641
732
$173K ﹤0.01%
1,106
-158
733
$170K ﹤0.01%
2,099
+65
734
$170K ﹤0.01%
11,379
735
$170K ﹤0.01%
5,959
+74
736
$169K ﹤0.01%
1,436
+351
737
$169K ﹤0.01%
14,626
+7,389
738
$169K ﹤0.01%
11,837
+33
739
$169K ﹤0.01%
+5,400
740
$168K ﹤0.01%
1,712
+396
741
$167K ﹤0.01%
2,845
742
$167K ﹤0.01%
1,270
+65
743
$165K ﹤0.01%
7,611
-435
744
$165K ﹤0.01%
2,230
+23
745
$165K ﹤0.01%
2,758
+153
746
$164K ﹤0.01%
1,389
+416
747
$164K ﹤0.01%
10,594
+7,094
748
$162K ﹤0.01%
905
+76
749
$162K ﹤0.01%
10,307
-3,161
750
$161K ﹤0.01%
1,825
-101