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
1051
$60K ﹤0.01%
+6,850
1052
$60K ﹤0.01%
2,094
+602
1053
$60K ﹤0.01%
1,953
1054
$60K ﹤0.01%
2,243
-1,759
1055
$60K ﹤0.01%
1,465
-4,230
1056
$60K ﹤0.01%
3,923
-52,304
1057
$60K ﹤0.01%
1,107
-7,068
1058
$59K ﹤0.01%
4,976
1059
$59K ﹤0.01%
1,107
+107
1060
$59K ﹤0.01%
3,904
1061
$59K ﹤0.01%
7,518
+93
1062
$59K ﹤0.01%
1,940
-65
1063
$59K ﹤0.01%
600
1064
$58K ﹤0.01%
2,569
-24
1065
$58K ﹤0.01%
546
+205
1066
$58K ﹤0.01%
5,901
1067
$58K ﹤0.01%
1,057
+57
1068
$58K ﹤0.01%
1,651
+1,338
1069
$57K ﹤0.01%
3,601
1070
$57K ﹤0.01%
860
+20
1071
$57K ﹤0.01%
7,007
1072
$57K ﹤0.01%
3,089
+2,589
1073
$56K ﹤0.01%
2,000
1074
$56K ﹤0.01%
1,607
+96
1075
$56K ﹤0.01%
+4,652
41 42
43
44 45