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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$94K ﹤0.01%
619
+339
977
$94K ﹤0.01%
5,000
+2,500
978
$93K ﹤0.01%
1,757
-43
979
$93K ﹤0.01%
735
+435
980
$93K ﹤0.01%
1,944
+315
981
$92K ﹤0.01%
2,183
+291
982
$92K ﹤0.01%
10,108
+423
983
$92K ﹤0.01%
3,594
984
$91K ﹤0.01%
1,580
985
$91K ﹤0.01%
12,524
+5,517
986
$91K ﹤0.01%
2,546
+1,721
987
$91K ﹤0.01%
1,158
988
$91K ﹤0.01%
3,587
+1,177
989
$91K ﹤0.01%
2,222
990
$91K ﹤0.01%
1,161
991
$91K ﹤0.01%
1,723
992
$90K ﹤0.01%
1,170
-83
993
$90K ﹤0.01%
9,893
+3,931
994
$90K ﹤0.01%
8,138
+1,500
995
$90K ﹤0.01%
3,945
-3,945
996
$90K ﹤0.01%
3,989
997
$89K ﹤0.01%
1,683
-167
998
$89K ﹤0.01%
1,712
-629
999
$89K ﹤0.01%
2,115
1000
$89K ﹤0.01%
17,605
-200
38 39
40
41 42