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
76
$21.2M 0.15%
346,232
+11,270
77
$20.9M 0.15%
112,341
+9,153
78
$20.8M 0.15%
260,145
+17,725
79
$20.7M 0.15%
410,476
-3,724
80
$20.5M 0.15%
347,677
+5,067
81
$20.4M 0.15%
606,417
+30,326
82
$20.4M 0.15%
104,124
+9,925
83
$20.1M 0.14%
353,362
+29,981
84
$20.1M 0.14%
86,921
+7,925
85
$19.9M 0.14%
371,636
+16,693
86
$19.4M 0.14%
391,673
+13,082
87
$19.2M 0.14%
226,847
+11,987
88
$18.9M 0.14%
120,505
+8,066
89
$18.7M 0.13%
545,454
-55,146
90
$17.9M 0.13%
70,582
+2,492
91
$17.7M 0.13%
119,771
+113
92
$17.5M 0.12%
275,280
+6,828
93
$16.8M 0.12%
198,808
+10,467
94
$16.7M 0.12%
564,908
+1,537
95
$16.7M 0.12%
101,877
+8,702
96
$15.9M 0.11%
35,576
+826
97
$15.9M 0.11%
136,969
+29,703
98
$15.8M 0.11%
160,028
-56,641
99
$15.7M 0.11%
193,535
+6,903
100
$15.7M 0.11%
343,237
+8,075