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
801
$872K ﹤0.01%
11,275
+2,313
802
$869K ﹤0.01%
13,966
-93
803
$861K ﹤0.01%
11,127
-361
804
$855K ﹤0.01%
10,550
+711
805
$854K ﹤0.01%
2,172
-1,021
806
$851K ﹤0.01%
50,493
-25,888
807
$846K ﹤0.01%
15,976
+279
808
$843K ﹤0.01%
42,721
+41,081
809
$841K ﹤0.01%
31,470
+11,706
810
$839K ﹤0.01%
20,817
-3,000
811
$838K ﹤0.01%
9,559
+1,165
812
$838K ﹤0.01%
3,198
+262
813
$837K ﹤0.01%
15,859
+612
814
$835K ﹤0.01%
17,734
-1,732
815
$835K ﹤0.01%
4,652
-1,044
816
$834K ﹤0.01%
15,637
+2,987
817
$830K ﹤0.01%
7,336
+1,861
818
$827K ﹤0.01%
59,926
-800
819
$827K ﹤0.01%
8,447
-374
820
$825K ﹤0.01%
19,504
+4,372
821
$824K ﹤0.01%
7,489
+742
822
$820K ﹤0.01%
93,154
-184,396
823
$820K ﹤0.01%
8,590
+1,592
824
$820K ﹤0.01%
29,936
-629
825
$817K ﹤0.01%
48,884
-7,867