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
76
$6.83M 0.29%
438,147
+44,415
77
$6.66M 0.28%
40,538
+4,197
78
$6.46M 0.27%
243,876
+6,610
79
$6.43M 0.27%
109,171
+4,510
80
$6.35M 0.27%
34,504
-1,348
81
$6.24M 0.26%
125,826
-22,428
82
$5.95M 0.25%
161,048
+14,588
83
$5.8M 0.24%
77,473
-1,263
84
$5.66M 0.24%
82,315
+5,729
85
$5.66M 0.24%
585,711
+44,361
86
$5.63M 0.24%
220,980
-98,409
87
$5.61M 0.23%
60,540
+7,894
88
$5.6M 0.23%
76,040
+4,033
89
$5.58M 0.23%
65,717
+14,029
90
$5.42M 0.23%
86,518
+4,399
91
$5.42M 0.23%
60,826
+3,552
92
$5.4M 0.23%
113,429
+12,301
93
$5.35M 0.22%
48,487
+1,333
94
$5.24M 0.22%
166,240
+11,856
95
$5.13M 0.21%
132,761
+3,826
96
$5.13M 0.21%
41,306
+18,598
97
$5.03M 0.21%
70,924
+7,674
98
$4.91M 0.21%
19,424
+2,448
99
$4.78M 0.2%
60,644
+2,833
100
$4.69M 0.2%
106,669
+6,764
2 3
4
5 6