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
1101
$64K ﹤0.01%
1,603
+1,602
1102
$64K ﹤0.01%
2,402
-111
1103
$64K ﹤0.01%
1,462
+660
1104
$64K ﹤0.01%
1,571
-62
1105
$64K ﹤0.01%
655
+220
1106
$64K ﹤0.01%
2,206
-244
1107
$63K ﹤0.01%
891
+219
1108
$63K ﹤0.01%
3,394
1109
$63K ﹤0.01%
1,953
1110
$63K ﹤0.01%
538
+117
1111
$63K ﹤0.01%
176
-30
1112
$63K ﹤0.01%
1,519
1113
$63K ﹤0.01%
1,025
-10
1114
$63K ﹤0.01%
1,000
1115
$63K ﹤0.01%
1,100
1116
$62K ﹤0.01%
3,636
+2,238
1117
$62K ﹤0.01%
1,505
+2
1118
$62K ﹤0.01%
2,445
+148
1119
$62K ﹤0.01%
2,441
-880
1120
$62K ﹤0.01%
1,454
-112
1121
$62K ﹤0.01%
1,465
1122
$61K ﹤0.01%
1,107
1123
$61K ﹤0.01%
1,317
-748
1124
$61K ﹤0.01%
4,612
1125
$60K ﹤0.01%
+2,474
43 44
45
46 47