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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.63M 0.19%
87,275
-30,837
102
$4.62M 0.19%
34,857
+1,705
103
$4.56M 0.19%
93,263
+4,722
104
$4.4M 0.18%
55,640
-1,480
105
$4.24M 0.18%
71,759
+17,580
106
$4.17M 0.17%
48,036
+7,733
107
$4.13M 0.17%
76,215
+1,524
108
$4.1M 0.17%
48,187
+4,099
109
$3.95M 0.17%
56,116
+6,430
110
$3.91M 0.16%
58,489
-1,880
111
$3.9M 0.16%
48,664
-929
112
$3.88M 0.16%
67,301
+3,325
113
$3.8M 0.16%
98,617
-8,009
114
$3.72M 0.16%
182,391
+7,534
115
$3.62M 0.15%
29,080
-201
116
$3.6M 0.15%
73,069
+6,651
117
$3.56M 0.15%
83,242
+9,530
118
$3.56M 0.15%
66,267
+2,354
119
$3.48M 0.15%
96,269
+6,188
120
$3.39M 0.14%
32,183
+2,232
121
$3.37M 0.14%
29,974
+238
122
$3.36M 0.14%
65,386
-2,717
123
$3.34M 0.14%
44,730
+36,080
124
$3.33M 0.14%
128,924
+16,209
125
$3.29M 0.14%
79,390
+5,742
3 4
5
6 7