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
1201
$50K ﹤0.01%
553
-355
1202
$50K ﹤0.01%
429
-47
1203
$50K ﹤0.01%
1,031
+247
1204
$50K ﹤0.01%
1,809
1205
$50K ﹤0.01%
2,000
1206
$50K ﹤0.01%
907
+91
1207
$49K ﹤0.01%
+1,319
1208
$49K ﹤0.01%
2,369
1209
$49K ﹤0.01%
2,218
+78
1210
$49K ﹤0.01%
5,034
1211
$49K ﹤0.01%
1,336
+125
1212
$49K ﹤0.01%
+1,612
1213
$48K ﹤0.01%
+1,238
1214
$48K ﹤0.01%
3,090
+292
1215
$48K ﹤0.01%
647
1216
$48K ﹤0.01%
+875
1217
$48K ﹤0.01%
990
+240
1218
$48K ﹤0.01%
563
1219
$48K ﹤0.01%
790
+696
1220
$48K ﹤0.01%
676
+272
1221
$48K ﹤0.01%
1,200
-480
1222
$48K ﹤0.01%
202
-2
1223
$47K ﹤0.01%
+450
1224
$47K ﹤0.01%
3,020
-27
1225
$47K ﹤0.01%
1,037
+137
47 48
49
50 51