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
1126
$50K ﹤0.01%
2,850
-3,200
1127
$50K ﹤0.01%
2,850
1128
$49K ﹤0.01%
736
+508
1129
$49K ﹤0.01%
3,828
-440
1130
$49K ﹤0.01%
+500
1131
$49K ﹤0.01%
458
+190
1132
$49K ﹤0.01%
+2,500
1133
$48K ﹤0.01%
1,971
+720
1134
$48K ﹤0.01%
1,445
1135
$48K ﹤0.01%
2,318
+326
1136
$48K ﹤0.01%
434
-89
1137
$48K ﹤0.01%
+2,453
1138
$48K ﹤0.01%
1,292
+292
1139
$48K ﹤0.01%
1,500
-3,663
1140
$48K ﹤0.01%
1,224
+108
1141
$48K ﹤0.01%
3,165
+1,938
1142
$47K ﹤0.01%
717
+44
1143
$47K ﹤0.01%
3,159
-6,646
1144
$47K ﹤0.01%
1,935
+1,005
1145
$47K ﹤0.01%
604
+500
1146
$47K ﹤0.01%
1,101
-11
1147
$47K ﹤0.01%
2,975
-681
1148
$47K ﹤0.01%
876
+37
1149
$47K ﹤0.01%
1,995
-356
1150
$47K ﹤0.01%
413
+312