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
1001
$88K ﹤0.01%
442
+60
1002
$88K ﹤0.01%
2,313
+516
1003
$87K ﹤0.01%
2,700
-69
1004
$87K ﹤0.01%
29,670
1005
$86K ﹤0.01%
645
+85
1006
$86K ﹤0.01%
1,525
1007
$86K ﹤0.01%
2,760
1008
$86K ﹤0.01%
3,376
+1,180
1009
$86K ﹤0.01%
13,971
+5,183
1010
$86K ﹤0.01%
3,604
-237
1011
$85K ﹤0.01%
1,409
-22
1012
$85K ﹤0.01%
1,344
-41
1013
$85K ﹤0.01%
3,327
-11,385
1014
$84K ﹤0.01%
4,330
+2,900
1015
$83K ﹤0.01%
1,200
+722
1016
$83K ﹤0.01%
15,143
+1,955
1017
$83K ﹤0.01%
7,139
+35
1018
$83K ﹤0.01%
412
+53
1019
$82K ﹤0.01%
414
+31
1020
$82K ﹤0.01%
2,245
+2,172
1021
$82K ﹤0.01%
732
-312
1022
$82K ﹤0.01%
6,161
1023
$82K ﹤0.01%
4,065
+439
1024
$82K ﹤0.01%
2,022
-740
1025
$82K ﹤0.01%
1,993
-2,223
39 40
41
42 43