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
1026
$65K ﹤0.01%
2,188
-9,874
1027
$64K ﹤0.01%
1,084
+226
1028
$64K ﹤0.01%
4,181
+3,000
1029
$64K ﹤0.01%
1,026
+348
1030
$64K ﹤0.01%
1,796
-905
1031
$64K ﹤0.01%
3,084
+1,361
1032
$64K ﹤0.01%
+1,908
1033
$64K ﹤0.01%
1,100
1034
$63K ﹤0.01%
557
+186
1035
$63K ﹤0.01%
2,250
-350
1036
$63K ﹤0.01%
1,745
+536
1037
$63K ﹤0.01%
+1,325
1038
$63K ﹤0.01%
262
+12
1039
$63K ﹤0.01%
1,210
1040
$63K ﹤0.01%
+2,410
1041
$62K ﹤0.01%
10,410
+1,184
1042
$62K ﹤0.01%
4,419
+840
1043
$62K ﹤0.01%
13,736
-27,075
1044
$61K ﹤0.01%
495
-107
1045
$61K ﹤0.01%
3,394
1046
$61K ﹤0.01%
5,500
-907
1047
$61K ﹤0.01%
779
1048
$61K ﹤0.01%
5,858
+393
1049
$61K ﹤0.01%
577
+430
1050
$60K ﹤0.01%
1,292
+178