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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.9M 0.14%
716,750
+498,850
77
$35.4M 0.13%
715,495
+7,210
78
$32.5M 0.12%
405,095
+12,100
79
$32.2M 0.12%
2,062,777
+117,726
80
$31.8M 0.12%
221,700
-3,418
81
$31.7M 0.12%
703,735
+29,699
82
$31.6M 0.12%
564,180
+36,979
83
$31M 0.12%
757,574
+38,130
84
$30.6M 0.12%
366,076
+12,210
85
$30.2M 0.11%
77,419
+7,571
86
$30.2M 0.11%
217,416
+67,439
87
$29.3M 0.11%
345,278
+3,035
88
$28.7M 0.11%
176,908
+8,395
89
$28.5M 0.11%
168,382
+3,146
90
$28M 0.11%
184,947
+7,426
91
$27.8M 0.11%
127,785
+415
92
$27.3M 0.1%
127,166
-1,229
93
$26.4M 0.1%
300,283
+47,647
94
$26.2M 0.1%
176,874
+611
95
$26.1M 0.1%
323,520
-1,700
96
$25.9M 0.1%
365,800
+20,122
97
$25.8M 0.1%
216,250
+67,551
98
$25.5M 0.1%
171,978
-1,245
99
$25.5M 0.1%
380,605
+14,989
100
$24.7M 0.09%
191,391
-45,531
2 3
4
5 6